In his time with North Star, his practice has developed a focus in the following areas: (For a complete list of services click on the following attachment, Products and Services)

• Financial Planning for Executives and Business Owners
• Wealth Management
• Qualified Retirement Plans
• Buy/Sell and Executive Compensation Arrangements

Education Qualifications:

• Accredited Investment Fiduciary designee (AIF^®), The Centre for Fiduciary Studies, Sewickly, PA
• Chartered Financial Consultant (ChFC), American College, Bryn Mawr, PA
• Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA
• Series 63, 65, & 7 Registered Representative
• Bachelor of Arts Degree, St. John’s University, Collegeville, MN

Memberships/Associations:

• Registered Player Financial Advisor, NFL Players Association
• Qualifying Member, Million Dollar Round Table (The Premier Association of Financial Professionals^®)
• Member, National Association of Insurance and Financial Advisors (NAIFA)

Published Articles:

• May, 2008 National Life Underwriter magazine

Personal:

• Has served on the National Alumni Board for St. John’s University
• Current Youth Basketball Coach at Cedarcrest Academy, Maple Grove, MN
• Enjoys Triathlons and Camping
• Resides in Maple Grove, MN with wife Meghan, and children Chloe and Griffin.

North Star Resource Group
2701 University Ave. S.E.
Minneapolis, MN 55414-3233

North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

Affiliated with the Securian Financial Network.

North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. 2701 University Ave. S.E., Minneapolis, MN 55414, 612-617-6000. CRI Securities, LLC is affiliated with Securian Financial Services, Inc.

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