Chase leads our disability insurance, property and casualty insurance, and employee benefits divisions, ensuring clients have a customized protection strategy for their specific individual, family, and business needs.

After graduating from the University of Wisconsin-Eau Claire, Chase joined North Star as a financial advisor in 2008. In 2011, he transitioned to becoming North Star’s national disability insurance consultant and expanding the division and its services nationwide.

Then, in 2019, he became the vice president of disability insurance and property and casualty. Under his leadership, the two divisions have grown and developed to serve clients throughout the U.S. with valuable asset and income protection solutions.

As a former financial advisor, Chase understands how to integrate risk management into an overall financial strategy.

He is also a leader in the national disability insurance industry, serving on various advisory boards for leading carriers and as a member of the International DI Society. He uses this expertise in consultations with financial professionals and their clients. North Star prides itself on providing clients with comprehensive investment and risk management solutions within a single company.

Chase is heavily involved in his community as a member of the board for BestPrep, a non-profit providing Minnesota students with financial literacy skills. Each year, Chase volunteers over 100 hours with the organization as an eMentor, classroom speaker, and fundraiser organizer. He received BestPrep’s Service Award in 2015 and Volunteer of the Year Award in 2018.

Chase lives in Stillwater, Minn., with his beautiful wife Jenn and two children.

Chris helps financial advisors at North Star identify the strongest insurance product solutions for their clients. Joining North Star in 1996, Chris’s career path has taken him from financial advisor to manager of external insurance brokerage to long-term care specialist to his current role as vice president of insurance brokerage and long-term care. He is very passionate about both brokerage and long-term care given the consequences families face without proper planning.

In an industry with hundreds of companies and thousands of products, Chris helps narrows down the choices to the few that truly make sense based on each client’s unique situation.

Chris attended St. John’s University in St. Joseph, Minn., and he currently works out of North Star’s headquarters in Minneapolis.

Since joining North Star in 2016, Max has been using his expansive knowledge and commitment as a disability expert to provide counsel to our associates. Today, he is available to speak with clients about their disability insurance needs and options.

Serving individuals nationwide, Max is committed to ensuring each client has a customized protection strategy for their specific needs.

With over 25 years’ experience in financial services, Jeff’s expertise is the investment management process. As vice president and director of investments, he coaches North Star financial professionals on portfolio strategies, construction, and management for a diverse group of clients.

Jeff helps quiet the noise of investment advice, providing a calm, trustworthy voice to help individuals reach their investment goals and prepare for life’s important milestones.

In addition to his leadership roles, Jeff also works one-on-one with clients, specializing in retirement distribution and wealth management.

Jeff holds the Chartered Financial Analyst® (CFA®) designation, one of the highest distinctions in the investment management profession, and the CERTIFIED FINANCIAL PLANNER™ certification, noted for its extensive knowledge, experience, and ethical requirements.

Jeff works out of North Star’s headquarters in Minneapolis.

Sean is a member of our Financial Planning Resource Center and provides a high level of planning support and guidance to North Star associates and their clients.

Sean’s favorite part of working at North Star as a Financial Planning Specialist is the fact that he has the ability to help advisors grow their practice while also helping their clients by creating plans.

Based out of North Star’s headquarters in Minneapolis, Sean serves clients and financial professionals throughout the country. He holds a B.S in Mechanical and Industrial Engineering from the University of MN Institute of Technology.

Sean lives in Saint Paul, MN with his wife of over 25 years, Heather, and two kids Mary and Sam – both of whom are now in college. He is an avid fan of Minnesota sports teams and loves to travel and spend time outdoors.

Austin is the Director of Tax Services at North Star Resource Group in Minneapolis, where he provides tax advice to North Star advisors in their mission to attract and retain clients.

Prior to joining North Star in 2023, he was a tax manager for private client services at BDO LLP. He managed between five and 10 tax associates and senior associates while servicing pass-through entities, REITs, trusts, and high-net-worth individuals who had a high degree of tax complexity. He also advised individual and trust clients on year-end tax planning while clearly communicating the results of projections and discussing potential tax strategies.

Before BDO, Austin served as a Senior Tax Associate at Deloitte Tax LLP. In this capacity, he served high-net-worth individuals across athletics, real estate development, retail, and manufacturing industries. He also researched, planned, and performed accounting method changes, entity restructuring, and liquidations as part of his role here.

After growing up in Cook, MN, Austin graduated with a B.A. in Accounting from Saint John’s University in Collegeville, MN. He has also completed the CPA certification exam from the State of Minnesota Board of Accountancy. In his free time, he enjoys muskie fishing, spending time outdoors, and attending Minnesota Twins baseball games. His family also runs Vermillion Dam Lodge, a resort in northeastern Minnesota, which he still visits to this day.