North Star Resource Group – Madison
2945 Triverton Pike Drive, Suite 200
Madison, WI 53711
608.271.9100
2945 Triverton Pike Drive, Suite 200
Madison, WI 53711
608.271.9100
Bramson Team

Todd has been a Financial Advisor with North Star Resource Group since 1987. While his office is in Madison, he maintains a national practice with clients in 45 states.

Jon Ylinen
Senior Partner - Financial Advisor & Wealth Manager
608.888.9794 jon@northstarfinancial.comJon works with several hundred physicians starting as early as their final year of medical school, through residency and fellowship, in practice, and through retirement.

Wesley Sharp is a member of the North Star Medical Division and helps physicians manage their finances from residency through retirement.

Helen is a financial planner with over a decade of experience guiding professionals, couples, families, and business owners toward achieving their financial aspirations.
Evenson-Bellin Team

Josh strongly believes that developing a financial strategy is a continual process, not an event. He works with clients to create an initial strategy and then meets with them regularly to review their current priorities and track progress.

Matt takes a comprehensive approach when working with clients. No matter what stage they are in life he helps them identify their goals and create a strategy.
Haunty Team

Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®
Senior Partner and Team Leader
608.888.9740 thomas.haunty@northstarfinancial.comAs a Senior Partner in the Madison, Wisconsin office of North Star Resource Group, Tom Haunty’s practice is focused on fee-based financial planning, business benefit planning, and financial services for attorneys.

I help high-achieving singles and families answer the question, “What’s it all for?”
Because when you know the why driving your spending and investing choices, you can make smarter decisions that set you up for a fulfilling and confident financial future.
Whether you are making a good income but feel like you’re still living paycheck to paycheck, or you have a cash flow surplus but aren’t sure how to wisely invest.

Stacey F. Washa
Financial Advisor and Practice Manager
608.888.9753 stacey.washa@northstarfinancial.comStacey has been providing exemplary service to The Haunty Team clients since 2008. She takes pride in answering client questions and educating them on investment, insurance, and savings strategies to help them more efficiently reach their accumulation goals.

Max’s main goal is to have a positive effect on his community in the Twin Cities and in his home state of Michigan. He does this one individual and family at a time, helping people take control of their financial life, plan for their future, and pursue economic freedom and security.
Hensen Team

Brian works out of the Madison office and specializes in working with physicians and other medical professionals.

Matthew Suarez helps young families and physicians in residency or just starting their practice to navigate the many financial decisions of their 20s and 30s.
Streeper-Witzel Team

Austin helps clients efficiently utilize available resources to build, maintain, preserve, and distribute their wealth. He combines the analytical side of planning and investing with the social aspect of creating enjoyable relationships.

Liz has been serving clients at North Star – Madison since 2004, providing dependable support for individuals and business owners on their path toward financial security.
Recruiting and development

Eliot Searls
Senior Director Experienced Advisor Recruiting

Chelsie Brakke
Senior Professional Development Growth Officer

Lauren Tompkins, CFP®
Professional Development Growth Officer