An advocate to physicians seeking financial wellness
As a physician, consider how many years you’ve invested in education and training. Then ask yourself: how much of that was directed towards personal finance? Becoming financially educated is the first and most important step a physician must take on their path to financial wellness. If you’re looking for answers and find yourself in need of a trusted advocate, let’s chat.
As a financial advisor, Devon believes in building long-term relationships with individuals who are genuinely motivated to learn more about and improve their financial life. Working with North Star Resource Group as an independent financial advisor, Devon has worked diligently to develop his Blueprint Financial Education process to ensure that his clients fully understand the “why” behind each and every decision they make.
Devon’s expertise is focused on helping his clients efficiently pursue financial independence through the design & implementation of their own unique blueprint, which serves as a roadmap towards achieving their goals. He works primarily with medical professionals and has built relationships and facilitated educational presentations in Oregon and Washington at most major medical institutions, including:
- University of Washington (UW) Medical Center
- Oregon Health & Science University (OHSU)
- Virginia Mason Medical Center (VMMC)
- Providence Health & Services
- Legacy Medical Group – Northwest
- MultiCare Health System
- Valley Medical Center
- Swedish Medical Center
- Group Health Cooperative
- Seattle Children’s Hospital
- Fred Hutchinson Cancer Research Center
His dedication to providing education to physicians, nurses, physical therapists, and other medical professionals is highlighted by the individualized educational approach he takes with each client.
Please feel free to call or email Devon to set up a complimentary, no-obligation consultation to address your financial questions and concerns.
Devon is FINRA Series 7 and Series 66 registered, as well as being licensed in Life, Health, Disability, and Long-Term Care insurance.
Devon is a graduate of the University of Oregon with a degree in political science. In his spare time, he volunteers with SCORE and the Children’s Cancer Association (CCA). At SCORE he helps entrepreneurs to grow current businesses or pursue dreams of future business ownership. He is also an active Chemo Pal with the CCA, where he helps kids going through treatment by being a friend and advocate when they need it most. On a sunny weekend, you’ll find Devon outdoors with his girlfriend Jessica and their dog Sami hiking, backpacking, golfing, snowboarding, or playing Chuck-it.
Get to know the C.F.O.
Sami (pictured on right, keeping Devon on task—one of her many duties) was the Christmas fur baby that arrived in September of 2015 (whoops). After setting record-breaking times in the global potty training trials, she set her snout on becoming a preeminent thought leader on financial advisory best practices (with no guidance from her dad whatsoever). In late 2015, Sami assumed her role as the Chief Fun Officer where she oversees the following critical areas of Devon’s advisory practice:
- Client experience (professional greeting services)
- Advisor well-being (two walks per/day minimum)
- Front desk treat quality control (certified sniff & taste tester)
- And general pep talk services
As a values-based financial advisor, Devon has helped hundreds of families to gain a better understanding of their financial world. Some of those conversations include:
General preparation and guidance
- Debt management, repayment, and forgiveness strategies (student loans, personal loans & credit cards)
- Budgeting and savings (cash flow organization)
- Group benefits review for residents, fellows, and practicing medical professionals*
- Insurance company selection and product structure
- Disability insurance
- Term life insurance
- Long-term care insurance
- Critical illness insurance
Retirement savings and investing strategies
- Long-term tax minimization strategies*
- Retirement savings strategies and vehicles (Solo 401k, SEP, 410k 403b, Roth IRA etc.)
- Medium-term investment strategies
- Asset protection strategies*
- College education funding and cost analysis
The potential benefits from meeting with Devon include:
- Full disclosure and transparency when it comes to fees, expenses and management costs
- Increased knowledge and understanding of financial obstacles and opportunities
- Less financial clutter and the reduction of financial worry/stress from the unknown
- More confidence and better decision-making ability when it comes to your finances
Devon is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2483198/DOFU 4-2019