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.

As a member of the Financial Planning Resource Center, Max offers steady guidance and personalized solutions for individuals, families, and business owners navigating the many changes life brings.

Max joined our financial planning team in 2015, bringing with him over 10 years’ experience as a financial advisor. With his experience as an advisor, Max is specially equipped to analyze and forecast all facets of a financial plan, including investments, insurance, and estate.

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

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.

Chase leads our disability insurance and property and casualty insurance 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 exponentially to serve clients throughout the U.S. with exceptional asset and income protection solutions.

As a former financial advisor, Chase understands how to integrate risk management into an overall financial strategy.

He is also a leader in the national disability insurance industry, serving on various advisory boards for leading carriers and as a member of the International DI Society. He uses this expertise in consultations with financial professionals and their clients. North Star is one of very few financial services firms in the nation where you can receive comprehensive investment and risk management solutions within a single company.

Chase is heavily involved in his community as a member of the board 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 Volunteer of the Year Award in 2018.

Chase lives in Stillwater, Minn., with his beautiful wife Jenn and two children.

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.

Tanner joined North Star as a Medicare specialist and property and casualty principal in 2018. Together with the insurance brokerage team, Tanner focuses on finding gaps in coverage and providing clients with customized solutions based on their specific needs.

Tanner is a longtime Texan, graduating from the University of Texas in Austin and working as a client representative in several industries for nearly 20 years before joining North Star. Working out of Austin, Texas, Tanner provides insurance guidance to businesses and individuals throughout the southeastern region of the U.S.

Jason joined the North Star property and casualty department in 2016. Prior to joining North Star, Jason worked as an office manager in the insurance industry, gaining a broad knowledge of life. health, and property and casualty insurance.

As an insurance consultant, he helps clients find gaps in coverage and select customized solutions based on their specific needs.

Working out of North Star’s Iowa City office, Jason is licensed to work with clients throughout the Midwest.

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.

Heather has led our employee benefits division since 2015, helping businesses to analyze, design, and administer comprehensive employee benefits programs.

Before joining North Star, Heather served in several roles in human resources and insurance. In these roles, she gained the insights needed to skillfully help businesses design new benefits programs or modify existing offerings to attract and retain top talent and support long-term growth.

Heather places a high emphasis on client and employee support in her department, and her team provides communication, training, and ongoing assistance needed to implement a successful employee benefits program.

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™ (CFP®) certification, noted for its extensive knowledge, experience, and ethical requirements.

Jeff works out of North Star’s headquarters in Minneapolis.

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.

Chris is a co-founder of the Medicare Supplement division at North Star, helping to simplify healthcare choices for Medicare-eligible individuals throughout Minnesota and Wisconsin.

As an independent agency, the Medicare team at North Star can look at an individual’s health care needs and find a suitable plan with multiple different carriers. The team’s goal is never to sell a policy but to educate and guide clients to a suitable choice. Aligned with these values, Chris hosts regular no-cost, no-obligation informational meetings about Medicare.

A University of Wisconsin – River Falls finance graduate, Chris has worked in the healthcare and insurance agency since 2009, and he currently serves clients out of North Star’s headquarters in Minneapolis.