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.

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.

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.

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. Now serving as Vice President of Business Owner Solutions, much of his time is spent working directly with advisors and their clients by bringing in the expertise he oversees in North Star’s Disability Insurance, Property and Casualty, and Employee Benefits teams.

Chase is heavily involved in his community as a board member 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, reflecting his dedication to volunteering with organizations like BestPrep, was named an honorable mention for the Volunteer of the Year award from Invest In Others in 2024.

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.

Trevor is a tax specialist at North Star Resource Group’s office in Minneapolis, providing accurate and actionable tax advice to North Star advisors and their clients.

Before joining North Star in 2023, Trevor spent four and a half years at BDO LLP, where he was a tax senior associate. In this role, he helped manage tax associates while preparing and reviewing tax work for clients of BDO. He also serviced high-net-worth individuals and pass-through entities and provided advice to clients on year-end tax planning strategies.

Trevor grew up in Rosemount, MN, and after high school, he attended the University of North Dakota in Grand Forks and graduated with a Bachelor of Accountancy. In his time away from the office, he enjoys playing golf and spending time with his corgi, Karl.