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.

Steven has spent 31 years supporting advisors and clients through effective investing solutions, and he joined North Star in 2021 as a consultant in our investments division. Steven assists clients in portfolio construction, investment strategies, wealth management case design, economic trends, and retirement distribution ideas.

Shannon is a member of our Financial Planning Resource Center and provides a high level of planning support and guidance to North Star associates and their clients.

The financial planning team at North Star offers steady guidance and personalized solutions for individuals and families navigating the many changes life brings.

While Shannon works out of North Star’s headquarters in Minneapolis, she serves clients and financial professionals throughout the country.