Bobbi Plante is a Practice Manager and native of Arizona. She uses her background in Healthcare/Business Administration, coupled with her experience in the finance world, to advocate for our team and clients. She has a heart for helping others and ensuring they’re on track for success!

She, along with her husband and their two boys, are very active in their church, enjoy being with family and friends, playing sports, being outdoors (camping, riding bikes, rollerblading, swimming, off-roading, spelunking, and all-around adventuring), browsing the aisles of Home Depot for their next DIY project, and loving life with their three dogs!

“It’s an honor and privilege to work alongside each member of our team and to be a part in our clients’ stories. Helping others see, and even reach beyond their potential, really fills my cup!”- Bobbi

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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.

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.

Christina has been a valuable member of the North Star team since 1999, recruiting and training financial professionals for over 20 years and now serving the western U.S. with high-quality risk management guidance and service.

Before joining North Star, Christina graduated from Arizona State University with a degree in communication, and in 2012, she received her internet marketing certificate from the University of San Francisco. She currently works out of our North Star – Scottsdale office.