Carrie leads our financial planning team and provides a high-level of planning support and guidance to North Star associates and their clients.

As a team, the Financial Planning Resource Center of North Star offers steady guidance and personalized solutions for individuals and families navigating the many changes life brings.

While Carrie and her team work out of North Star’s headquarters in Minneapolis, they serve clients and financial professionals throughout the country.

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.

Michael joined the North Star property and casualty department in 2019. As a team, the North Star insurance specialists focus on finding gaps in coverage and providing clients with customized solutions based on their specific needs.

Working out of North Star’s headquarters in Minneapolis, Michael is licensed to work with clients throughout the U.S.

Ann has led our tax preparation division since 1984, assists clients with income tax planning, financial projection and analysis, accumulation planning, and risk management.

Ann is a graduate of the University of Iowa where she also earned her master’s degree in accounting. She is a licensed Certified Public Accountant and a member of the Minnesota Society of Certified Public Accountants.

Nik joined North Star’s tax department in 2018, bringing with him over five years in tax accounting and bookkeeping.

Each day, Nik is motivated to offer clarity and alleviate stress for his clients. He does this by providing expertise and guidance with income tax planning, financial projection and analysis, accumulation planning, and risk management.

Nik received his degree from the University of Minnesota Duluth where he served as the treasurer of his fraternity and in tax preparation for the Volunteer Income Tax Preparation grant program.