Garrett is a Financial Advisor with North Star Consultants’ Medical Division working primarily out of the Cincinnati, OH location. He runs an independent financial practice in which he works primarily with specialty physicians and dentists. Garrett focuses on providing a comprehensive financial service experience to his clients while helping them to grow and protect their wealth. Ultimately Garrett’s goal is for all of his clients to reach financial independence and to have the option to someday retire comfortably.
Garrett has chosen to work with medical professionals because he believes that they share many of the same values that he holds to a high regard: family-oriented, goal-centered, honesty, and selflessness. His main priority to is to help his clients make wise financial decisions and to bring them financial security. In order to accomplish this Garrett believes that transparent communication between both parties is vital.
Garrett spends the majority of his time working with young physicians as they get settled into practice, and often times settled into life. He has found that by working with physicians when they are beginning their careers he can help them to form the correct savings habits necessary for his clients to efficiently pursue their financial goals, and thus make a greater impact in their lives as well.
Some of the financial services that Garrett can provide include:
- Asset Protection Strategies*
- College Funding Options
- Physician Specific Disability Insurance
- Debt Management (student loans, personal loans, credit cards)
- Life Insurance Strategies
- Wealth Management
- Retirement Programs (Solo 401k, SEP, 410k 403b, Roth IRA)
- Tax Deferred Investment Strategies*
- Financial Considerations When Exiting A Practice
Garrett graduated from Baylor University with a degree in finance and an emphasis in economics. He enjoys spending his spare time traveling, working out, and attending any type of sporting event. Garrett is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.
Garrett is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Service, Inc. 2037300 / DOFU 02-2018
Garrett’s Support Team
Title: Administrative Assistant
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.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
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