Damon Lichtenberger, CLTC

Senior Partner

Your ally in advice-based wealth management

Helping clients achieve financial independence and certainty in an uncertain world.

 

Damon Lichtenberger, CLTC

Senior Partner

Your ally in advice-based wealth management

About

Damon Lichtenberger, CLTC, is a Senior Financial Advisor, Senior Partner, and Senior Vice President at North Star Resource Group. He is acting president 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 keynote 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 EconomicsAlbuquerque the MagazineDental 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, Finseca, Bikes for Kids, the Durham Rescue, Animal Shelters/Rescue, and more. In his personal time, he enjoys traveling and spending time with his family. He loves to play, spectate, or help teach his stepdaughter or twin boys virtually any sport. He enjoys boating, golfing, and going to the beach. Damon is also an avid dog lover with a 13-year-old lab mix named Buddy and a four-year-old Vizsla named Odin.

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

Services

  • Asset Protection Strategies*
  • Tax Efficient Wealth Accumulation and Distribution Strategies*
  • Debt Management and Elimination
  • Comprehensive Benefits and 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*

Team

Mary Pat Geddes
Mary Pat Geddes

Practice Coordinator

Simone Witherspoon
Simone Witherspoon

Practice Coordinator

North Star resource group

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Christina Church
Christina Church

Insurance Consultant

Heather Scharnberg
Heather Scharnberg

Director of Employee Benefits

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Max Miller
Max Miller

Disability Insurance Consultant

Shannon McGinty
Shannon McGinty

Financial Planning Specialist

Tanner Sandlin
Tanner Sandlin

Insurance Consultant

Contact

    Durham, N.C.

    5129 NC Hwy 55
    Suite 101
    Durham, NC 27713

    Directions

    Richmond, Vir.

    919 East Main Street
    Suite 1000
    Richmond, VA 23219

    Directions

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

    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.