800.352.5837

Damon Lichtenberger
Damon Lichtenberger, CLTC
Senior Financial Advisor, Associate Partner
Areas of Focus
  • Asset Protection
  • Tax Strategies
  • Debt Management
  • Estates
  • Liability Protection
  • Wealth Management


Phone: 919.908.2457
Locations:
Durham, NC »
2525 Meridian Parkway, Suite 450
Durham, NC 27713
Richmond, VA »
919 East Main Street
Suite 1000
Richmond, VA 23219

Fax: 919.908.2470

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Damon Lichtenberger, CLTC, is a Senior Financial Advisor, Partner and Associate Vice President at North Star Resource Group. He is a member of North Star's Medical Division, a team solely dedicated to helping physicians and dentists achieve financial independence. Damon has developed a national financial advising practice that services clients in roughly 35 states and has been distinguished as a member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals™. He focuses on helping physicians, dentists, attorneys, business owners and executives reach financial independence.

As a regular key note speaker for various teaching hospitals and medical groups throughout the country, Damon has built a practice focused on helping those in the medical profession. Damon has spoken to physicians and/or dentists at the University of North Carolina, Duke University, Wake Forest University, Virginia Commonwealth University, University of Virginia, Carolinas Medical Center, East Carolina University, University of New Mexico, Texas Tech University, University of Colorado, University of Florida, Mayo Clinic, Carillion Clinic, EVMS, Medical University of South Carolina as well as several private groups.

Damon has been published in Medical Economics, Albuquerque the Magazine, Dental Products Report, the Weekly Alibi, and The Torch all regarding his expertise in the area of financial services. In 2011, New Mexico Business Weekly selected Damon as one of the "Top 40 under 40", an honor received by a select group of impactful young professionals in the community. In 2017, Damon was chosen by LIMRA as one of the "Top 25 Rising Stars Under 40 in Distribution" in the financial services industry worldwide. He is a co-author of Real Life Financial Planning For High Income Medical Professionals, which published in 2017.

Damon is active in the Scott Richards North Star Charitable Foundation, the GAMA Foundation, Bikes for Kids, the Durham Rescue and more. In his personal time, he enjoys traveling, playing or spectating virtually any sport, boating and going to the beach with his dog, Buddy.

Damon specifically assists his clients in the following areas:

  • Asset Protection Strategies*

  • Tax Efficient Wealth Accumulation and Distribution Strategies*

  • Debt Management & Elimination 

  • Comprehensive Benefits & Fee-Based Financial Planning

  • Wealth Accumulation and Retirement Strategies 

  • True Own Occupation Disability Insurance 

  • Risk Management and Liability Protection*

  • Estate Planning*, Wealth Preservation and Wealth Transfer 

  • Exit Strategies & Business Consulting*

Qualifications

  • Certified Long Term Care (CLTC), CLTC Board of Standards, Newton, MA 

  • Qualifying Member, Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals™ 

  • Registered Representative, FINRA Series 7 and Series 66 Registered 

  • Life and Health Licensed / Variable Life and Annuity Licensed 

  • B.B.A. Degree, Finance and Management, New Mexico State University, Las Cruces, NM 

  • Member, GAMA International & Member, National Association of Insurance and Financial Advisors

 

Damon is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1767461 / DOFU 04-2017

Damon’s Support Team


Simone WitherspoonName: Simone Witherspoon
Title: Scheduling and Administrative Coordinator
Email: Simone.Witherspoon@northstarfinancial.com
Phone: 919.908.2472

Landon BaucomName: Landon Baucom
Title: Financial Advisor
Email: Landon.Baucom@northstarfinancial.com
Phone: 919.908.2461

Garret  ColaoName: Garret Colao
Title: Financial Advisor
Email: Garret.Colao@northstarfinancial.com
Phone: 651.291.3623

Resource Team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


Sitek_Chris_2010_Web.jpg

Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


Hancock_Carrie_2005.jpg

Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Durham

2525 Meridian Parkway, Suite 450
Durham, NC 27713

Richmond

919 East Main Street
Suite 1000
Richmond, VA 23219

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on -commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.

50+ nominations were received for individuals in varied roles within the financial services industry whom are members of LIMRA. A panel of judges made up of LIMRA executives select the winners based on the strength of the nominations, sales are not a consideration. There is no fee associated with this award. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.