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Use our step-by-step tool to match with a financial advisor to will help you navigate your path to financial security. With over 150 advisors, we work with clients in every U.S. state and can help you find someone who shares your values and upholds your priorities.

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Matthew Suarez

Financial Advisor

608.271.9100
Fitchburg, WI

Matthew Suarez helps young families and physicians in residency or just starting their practice to navigate the many financial decisions of their 20s and 30s.

Advisor Profile

Chuck Housner, CFP®, CFS

Senior Partner

608.888.9773
Fitchburg, WI

Chuck is committed to building long-term relationships with clients and providing sound financial strategies, asset management, and educational resources that help investors build, maintain, preserve, and distribute their wealth.

Advisor Profile

Annie Book, CLTC, ChFC

Financial Advisor

503.349.5771
Portland, OR

Annie is a teacher at heart. Her passion is to empower people by equipping them with the knowledge to make well-informed decisions, take control of their life and enjoy the journey along the way.

Advisor Profile

Andrew Baker

Co-founder of Financial Haus

619.357.0402
San Diego, CA

Andrew is a co-founder of the financial services firm for Millennials, Financial Haus. Founded in 2020, Financial Haus is committed to helping you make informed financial decisions so you can focus on what’s most important to you now.

Advisor Profile

Amanda R. Diliberti

Financial Advisor

919.908.2473
Durham, NC

Amanda believes there is a unique way of practice by not being tied down to a specific line of products while having the ability to tailor recommendations based on an individual’s distinct needs. Amanda works primarily with attorneys, medical professionals, business owners, executives and young professionals.

Advisor Profile

Keith Van Dell

Founding Partner | Wealth Advisor

651.291.3628
Woodbury, MN

Having over 30 years of experience in the financial services industry, Keith engages with clients who have the desire and passion to fully succeed financially.

Advisor Profile

Kev Baker

Co-founder of Financial Haus

619.995.4901
San Diego, CA

Kev is a co-founder of the financial services firm for Millennials, Financial Haus. Founded in 2020, Financial Haus is committed to helping you make informed financial decisions so you can focus on what’s most important to you now.

Advisor Profile

Ann M. Wengronowitz, CFP®

Senior Partner

612.617.6110
Minneapolis, MN

Ann’s practice over the years has grown into a well-established advice-based financial practice. Her clients enjoy their long-term relationship with her, and the level of expertise she brings to the practice.

Advisor Profile

Jenna C. Siverson, CFP®

Financial Advisor

612.617.6095
Minneapolis, MN

Jenna works with physicians, dentists, and other medical professionals to help them overcome the financial challenges that are unique to their chosen careers.

Advisor Profile

Zachary MacDougall, CFP®, ChFC®

Partner and Financial Advisor

860.705.4535
San Diego, CA

Zach is a financial advisor and partner with North Star Resource Group. He runs an office branch located in San Diego and has clients in 19 states nationwide.

Advisor Profile

Zach Altman

Financial Advisor

952.908.2513
Hopkins, MN

As a financial advisor based at Fortune Financial in Minnetonka, Minn., Zach helps young, motivated professionals in the Greater Twin Cities develop and maintain sound financial strategies based on their individual circumstances.

Advisor Profile

Tyler Laurentius

Financial Advisor

734.780.6206
Scottsdale, AZ

Tyler combines his passion for relationship building and his skills in finance and investing to help his clients achieve their financial goals.

Advisor Profile

Scott Gislason, CLU, ChFC

Financial Advisor

612.617.6159
Minneapolis, MN

Scott Gislason is a financial advisor representing North Star Resource Group – an independent financial services firm headquartered in Minneapolis with satellite offices across the country.

Advisor Profile

Shaun McDuffee, AEP, CLU, ChFC®, CEPA

Senior Vice President

512.610.4050
Austin, TX

Shaun has specialized in assisting physicians and their families since 1990, and his guidance has been critical in helping thousands of physicians overcome the financial challenges unique to their career.

Advisor Profile

Jeremy McArthur

Financial Advisor

612.617.6130
Minneapolis, MN

Jeremy collaborates with ambitious young professionals to identify their goals, prioritize steps needed to reach those goals, and address opportunities and challenges as they occur.

Advisor Profile

Thomas Brown, CFP®

Financial Advisor

612.991.8191
River Falls, WI

Tom has spent his career helping his clients navigate the complexities of the financial planning process to help towards the achievement of their financial objectives.

Advisor Profile

David Nordmeier, CFP®, CFS

Senior Partner

763.428.0066
Elk River, MN

Dave started in the financial industry in 1998 and is dedicated to serving the specific needs of soon-to-be-retired and retired investors throughout the Upper Midwest. He is a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner firmly focused on his client’s financial wellbeing and believes this strengthens successful long-term client relationships.

Advisor Profile

Dan McGivern, CLU, RHU, CLTC

Senior Partner

319.466.7443
Iowa City, IA

Dan joined North Star Resource Group in April 1986 after working 10 years for another Midwestern life insurance company. Dan is a Chartered Life Underwriter (CLU), Registered Health Underwriter (RHU), and Certified in Long-Term Care (CLTC).

Advisor Profile

Pat Brady

Financial Advisor

757.839.4163
San Diego, CA

Pat was born into an active duty Marine Corps family and lived all over the east coast, ultimately settling in Virginia Beach, VA, where he grew up with his parents and two siblings. His upbringing in a military family fostered in him a sense of personal responsibility, hard work and the desire to help others both personally and at work. After graduating from James Madison University with a degree in International Affairs, he worked in government logistics supporting the US Military for nine years before changing careers to become a financial advisor.

Advisor Profile

Wesley Sharp

Financial Advisor and Wealth Manager

612.617.6067
Minneapolis, MN Lexington, KY Fitchburg, WI

Wesley Sharp is a member of the North Star Medical Division and helps physicians manage their finances from residency through retirement.

Advisor Profile
Landon Baucom

Landon Baucom

Financial Advisor

919.908.2461
Durham, NC

Landon Baucom works to provide his clients with an experience that will leave them with a sense of financial security knowing they have someone looking out for their expressed interests.

Advisor Profile

Austin Streeper

Financial Advisor

608.888.9783
Fitchburg, WI

Austin helps clients efficiently utilize available resources to build, maintain, preserve, and distribute their wealth. He combines the analytical side of planning and investing with the social aspect of creating enjoyable relationships.

Advisor Profile

John Martens

Financial Advisor

512.610.4055
Austin, TX

John specializes in working with physicians across the country, both in training and in practice. Taking a risk management-focused approach with his clients, John works to identify the appropriate life insurance and income protection options for his clients and their families.

Advisor Profile

Marshall W. Gifford, CLU, ChFC

Founder and Partner at Gifford Financial

612.617.6119
Minneapolis, MN

Marshall Gifford is a founder of Gifford Financial and a senior partner at North Star Resource Group, where he helped create the North Star Medical Division. He specializes in consulting with physicians and dentists in regard to their personal and business financial goals and concerns.

Advisor Profile

David M. Jacobs, AIF, CLTC, CFP®, QPFC®

Senior Partner and Wealth Management Advisor

320.217.6009
St. Cloud, MN

David provides fee-based financial planning to professionals and closely held corporations. This includes, but is not limited to, individual financial plans, business plans, and investment advisory accounts.

Advisor Profile

Brad North, CFP®

Financial Advisor

612.617.6000
Minneapolis, MN

Brad began his career at North Star and Securian in 1998 and has dedicated his career to assisting individuals, families, and businesses with financial planning advice and private wealth management.

Advisor Profile

Daren Halvorson

Financial Advisor

651.238.5256
Minneapolis, MN

Daren became an advisor to help families build legacies around the values and causes important to them. Beyond any one investment or policy, Daren helps you organize your complete financial life to make sure your hard work is going to the purposes closest to your heart.

Advisor Profile

Mikaela Doe

Financial Advisor

714.336.3718
San Diego, CA

Mikaela Doe is a financial advisor based in North Star’s San Diego office. Mikaela works largely with medical and engineering professionals, focusing on providing individuals and families with the tools they need to become financially secure and pass good habits on to the next generation.

Advisor Profile

Andrew Rolnick

Senior Financial Advisor

612.617.6176
Minneapolis, MN

Andrew is a Senior Associate and has been with North Star Resource Group since 1995.

Advisor Profile

Calvin McKenney

Financial Advisor

952.908.2515
Hopkins, MN

When you work with Cal, you receive a lifelong ally who is committed to listening to you, researching your options, weighing tried and true methods with the latest strategies, and finally, empowering you to make a decision that supports your overall wellbeing.

Advisor Profile

Stephanie Tsang, CFP®, ChFC®, CEPA

Partner

480.712.7285
Scottsdale, AZ San Diego, CA

Stephanie Tsang is a partner and has been a financial advisor with North Star since 2006. She serves clients located in the greater Phoenix area, San Diego, Las Vegas, and San Francisco.

Advisor Profile

Max Clifford

Financial Advisor

763.234.5632
San Diego, CA Decatur, GA

Max manages a comprehensive financial practice, where he focuses on providing integrated financial strategies to medical professionals, business owners, and people with occupations in various technology-based fields.

Advisor Profile

Devon Pilney

Financial Advisor

503.423.2761
Portland, OR

As a financial advisor, Devon believes in building long-term relationships with individuals who are genuinely motivated to learn more about and improve their financial life.

Advisor Profile

Chris Wilbur, CSLP®

Financial Advisor

512.610.1816
Austin, TX

Chris runs a financial practice that aims to provide services such as comprehensive financial planning and wealth management services to professionals, families, and retirees.

Advisor Profile

Kayla Nikula

Financial Advisor

608.888.9737
Fitchburg, WI

Kayla Nikula is a financial professional based in North Star’s Madison, Wis. office. Their team focuses on comprehensive financial planning with specific strategies to address complex financial circumstances, attending to both personal and business issues.

Advisor Profile
Bryce Lunde

Bryce Lunde

Financial Advisor

804.404.2062
Durham, NC Richmond, VA

Bryce Lunde works primarily with medical professionals, attorneys, and small business owners as well as high net worth individuals across different professions and disciplines.

Advisor Profile

Michael Paulus, CFP®, CLU®, ChFC®

Financial Advisor

612.617.6044
Salt Lake City, UT Philadelphia, PA

Michaels’s practice focuses on working with physicians, dentists, and their families to help them overcome the financial challenges that are unique to their chosen careers.

Advisor Profile

Nolan Lind

Wealth Management Advisor

320.217.6023
St. Cloud, MN Minneapolis, MN

Nolan is a wealth management advisor at Jacobs Financial in St. Cloud, Minn., an independently owned and operated financial services firm. Nolan provides insurance, investment, and retirement solutions for individuals, families, and businesses by using a holistic wealth management approach.

Advisor Profile
Scottsdale, AZ

Ali N. Rizvi serves as a Senior Partner at North Star Resource Group – Scottsdale and has been with the firm since 1997. Using the Valley of the Sun as the base of his practice, Ali consults with specialty Physicians and Surgeons across the United States.

Advisor Profile

Nathan Hoffman, CFP®, CLU, ChFC

Certified Financial Planner™, Senior Partner

512.328.5131 ext. 114
Austin, TX

As a CFP® professional, Nathan believes in comprehensive, holistic fee-based financial planning. Every client’s unique goals require a custom, independent financial plan.

Advisor Profile

Stevan C. Kafitz, LUTCF

Senior Partner / Financial Advisor

612.617.6125
Minneapolis, MN

Steve’s goal is to help his clients make quality decisions about the allocation of their financial resources by defining and qualifying financial goals and objectives, along with providing access to a wide range of competitive financial products and services.

Advisor Profile

Michelle Muthiani

Financial Advisor

612.617.6041
Minneapolis, MN

Michelle specializes in consulting with physicians and dentists in regards to their personal and business financial goals and concerns. While the team at Gifford Financial focuses on advising those working in healthcare, the core process and principles apply to anyone committed to improving their financial situation.

Advisor Profile

Kelly Hugghins Neely, CFP®

Financial Advisor

512.610.1811
Austin, TX

Kelly has built a practice working primarily with medical professionals and is passionate about conveying the importance of financial education and accountability to her clients.

Advisor Profile

Justin Berry, CFP®, CSLP®, RICP®

Financial Planner, Partner

503.423.2736
Portland, OR

Justin is an independent financial planner who believes in building relationships with his clients based on financial education and blunt honesty. His goal with everyone he meets is to reduce their financial stress and help them avoid costly mistakes.

Advisor Profile

David Saltzman, CFP®, CLU, ChFC

David Saltzman

512.610.1807
Austin, TX

David’s goal is to help guide clients through the levels of financial planning so they may accomplish what is most important to them while establishing a financial plan as early on in their careers as possible.

Advisor Profile

Matt Bellin, CRPC®, CDFA®

Financial Advisor

(608) 888-9764
Fitchburg, WI

Matt takes a comprehensive approach when working with clients. No matter what stage they are in life he helps them identify their goals and create a strategy.

Advisor Profile

Austin Rothstein

Financial Advisor

763.744.6435
Minneapolis, MN

Austin believes financial services should be built on long-term relationships, not a transaction.

When you start a professional relationship with Austin, he makes it his priority to understand you and your situation, including past decisions and future goals.

Advisor Profile

Rebecca McLaughlin

Financial Wellness Advisor

612.401.5125
Minneapolis, MN

Rebecca McLaughlin is a financial advisor based in our Minneapolis office. Rebecca takes a pragmatic view, incrementally identifying what steps are appropriate to best structure her client’s long-term financial strategy.

Advisor Profile

Brendan Pheasant, CFP®, AIF®, ChFC, CPFA

Financial Planner

512.610.1831
Austin, TX

Brendan is a financial consultant providing small business owners, self-employed individuals, and life coaches the financial tools needed to identify and execute their financial goals.

Advisor Profile
Taylor Ploss

Taylor J. Ploss

Financial Advisor

952.908.2504
Hopkins, MN

Taylor and his team believe in preparing clients to reach their financial goals. They specialize in risk protection strategies, investment management, and personalized financial planning.

Advisor Profile

Sara Craven

Financial Advisor

816.482.3799
Seattle, WA
Advisor Profile

Kyle Larsen

Financial Advisor

612.617.6050
Gibsonia, PA

As a financial advisor, Kyle’s mission is to help you identify what matters most to you and create a strategy of small, significant steps to get there.

Advisor Profile

Michael G. Foley, CFP®, CSLP®

Comprehensive Financial Advisor

480.993.9491
Scottsdale, AZ

Michael and his team run an independent comprehensive financial advising practice based out of Scottsdale with a national scope. He works with professionals to establish harmony in their lives through tailoring comprehensive financial plans, while also providing a variety of investment and insurance services.

Advisor Profile

David Eichten

Registered Representative

651.430.9547
Fort Myers, FL

David is a registered representative of North Star working out of Fort Myers, Florida.

Advisor Profile

Jack Ryan, RICP®

Financial Advisor

314.420.1547
St. Louis, MO

Jack provides comprehensive financial services to physicians, residents and fellows and young families and professionals. During these busy seasons of life, Jack makes it his priority as an advisor to be there for his clients so finances don’t add to this stress.

Advisor Profile

Brian Hensen, CFP®, ChFC®

Senior Partner

608.888.9778
Fitchburg, WI

Brian works out of the Madison office and specializes in working with physicians and other medical professionals.

Advisor Profile

Logan Gacke

Financial Advisor

763.260.0384
Minneapolis, MN

Logan became an advisor to be that guide for his clients, helping them create a life they love using financial strategies designed for them.

Advisor Profile

Justin Wolf

Financial Advisor

763.478.1094
Minneapolis, MN

Justin helps Minnesota millennials and small business owners build a financial strategy to support a life they love.

Advisor Profile

Ericka Schaefer

Financial Consultant

612.617.6097
Minneapolis, MN

Ericka Schaefer helps people established in their careers with retirement strategies so they can save for the future without sacrificing a meaningful life now.

Advisor Profile

Carter Amundson

Financial Advisor

612.617.6040
Minneapolis, MN

As a financial professional, Carter understands that life can be filled with unexpected twists, and encourages his clients remain optimistic about their future. Carter strives to be a resource for his community, building a relationship built on trust, and continuously advocating for his clients as he helps them work towards their financial goals and dreams.

Advisor Profile

Stacey F. Washa

Financial Advisor and Practice Manager

608.888.9753
Fitchburg, WI

Stacey has been providing exemplary service to The Haunty Team clients since 2008. She takes pride in answering client questions and educating them on investment, insurance, and savings strategies to help them more efficiently reach their accumulation goals.

Advisor Profile

Greg Wikelius, CFP®, ChFC®, CLU®

Associate

720.616.5700
Denver, CO Chicago, IL

Greg has a highly specialized practice helping physicians and dentists actively pursue their personal and professional financial goals. Ultimately, Greg helps medical professionals grow and protect their wealth in an efficient manner.

Advisor Profile

Scott Augustine

Certified Financial Planner

888.404.8071

Scott is a co-founder of Augustine + Johnson, a division of North Star Resource Group.

Advisor Profile

Zach Landt

Financial Advisor

734.780.6206
Minneapolis, MN

With this life-long relationship as the goal, Zach focus with client is to identify their needs, clarify their values, and develop that can grow with them over a lifetime.

Advisor Profile

Trevor Malone

Wealth Advisor

651.435.4620
Woodbury, MN

Trevor works on a team of four other advisors at Waypoint Wealth Group. They leverage a team approach to financial services to offer a multi-dimensional level to planning.

Advisor Profile

Craig G. Walters, CLU, ChFC, FLMI, CLTC

Senior Partner

218.825.7104
Brainerd, MN

Craig Walters is committed to the direction, leadership and support required to help his clients achieve their retirement and legacy goals.

Advisor Profile

Jane M. LaLonde, CFP®

Partner

612.617.6170
Minneapolis, MN

Jane’s vision for her practice is to provide her clients with a trustworthy and knowledgeable resource, an exceptional client experience, and a sound long-term strategy to reach their financial goals through all-encompassing financial plans.

Advisor Profile
Ross Cameratta

Ross Cameratta

Financial Advisor

440.821.5044
Chicago, IL Philadelphia, PA

Ross helps physicians and dentists overcome financial challenges unique to their careers. He seeks to not only provide a personalized financial strategy but also to have his clients fully understand it.

Advisor Profile

Aaron Zimmer, CFP®, AIF®

Wealth Management Advisor

320.217.6017
St. Cloud, MN

Aaron provides insurance, investment, and retirement solutions for individuals, families, and businesses. He uses these solutions to provide individualized financial solutions for his clients.

Advisor Profile

Garret Colao, CFP®, CSLP®

Independent Financial Consultant and Partner

612.617.6092
Minneapolis, MN

Garret focuses on helping his clients develop and maintain a sound financial strategy, while also integrating the appropriate risk management and investing strategies. Working primarily with individuals in Minnesota and Florida, Garret works with young professionals across a variety of industries, including physicians, veterinarians, and lawyers.

Advisor Profile

Erica Cordova, CFP®

Financial Advisor

619.339.0882
San Diego, CA

Erica Cordova began her career in 2014 and has helped hundreds of clients with financial advice in regards to comprehensive financial planning, debt management, cash flow management, wealth management, and asset protection strategies.

Advisor Profile

Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®

Senior Partner and Team Leader

608.888.9740
Fitchburg, WI

As a Senior Partner in the Madison, Wisconsin office of North Star Resource Group, Tom Haunty’s practice is focused on fee-based financial planning, business benefit planning, and financial services for attorneys.

Advisor Profile

Kyle Heller, CFP®

Founding Partner | Wealth Advisor

651.351.3776
Woodbury, MN

With an office in Woodbury Minn., and in First State Bank and Trust in Bayport, Minn., Kyle and partner Rich Hanzlik work to provide wealth management and an array of services to their clients.

Advisor Profile

Ryan Anderson, CFP®

Financial Advisor

952.908.2537
Hopkins, MN

Ryan H. Anderson, CFP®, is a financial advisor with Fortune Financial in Minnetonka, Minn. Fortune Financial is an independent financial services firm founded in 1997.

Advisor Profile

Garrett Culwell, CLU®

Financial Advisor

512.751.0712
Austin, TX Cincinnati, OH

Garrett runs an independent financial practice in which he works primarily with specialty physicians and dentists. Garrett focuses on providing a comprehensive financial service experience to his clients while helping them to grow and protect their wealth.

Advisor Profile

Erik Andrews, CFP®

Associate Partner, Senior Financial Consultant

612.617.6048
Minneapolis, MN

Erik is a CERTIFIED FINANCIAL PLANNER practitioner who graduated from Indiana University in 2002 and joined North Star Resource Group in 2003 as a financial consultant.

Advisor Profile

John Tidwell, CSLP®

Financial Advisor

214.280.9680
Minneapolis, MN

John works with driven young professionals starting out in the medical and dental fields and related industries.

Advisor Profile

Anthony Gizzarelli

Financial Planner

619.350.8913
San Diego, CA

Throughout his years working in financial services, one of Anthony Gizzarelli’s first priorities with each of his clients is education. He believes the more educated his clients are regarding personal finances, the better-equipped they will be to make the right decisions day in and day out. Based in San Diego, California, Anthony likes to start by analyzing a client’s current situation and determine their priorities—what’s important to them, what keeps them up at night, etc.

Advisor Profile

Doug Weisenberger, CFP®, CLTC, ChFC®, CLU®

Senior Partner

608.888.9726
Fitchburg, WI

Doug Weisenberger is a Senior Partner with North Star Resource Group in Madison, Wisconsin. For over 35 years he has helped families define and prioritize their goals for the future and then align their finances in support of them.

Advisor Profile

Dennis Stolp, RHU, LUTCF, REBC

Financial Advisor

651.765.8130
Saint Paul, MN

Dennis is in the financial services and benefit plan business. He helps by providing strategic solutions to the concerns of individuals, professionals, and business owners.

Advisor Profile

Damon Lichtenberger, CLTC

Senior Partner

919.908.2457
Durham, NC Richmond, VA

Damon focuses on helping physicians, dentists, attorneys, business owners, and executives reach financial independence.

Advisor Profile

Andrew Gifford, CFP®

Founder and Partner at Gifford Financial

612.617.6174
Minneapolis, MN

Andrew specializes in working with medical and dental professionals to help them effectively and efficiently reach their financial goals. Andrew is a CERTIFIED FINANCIAL PLANNER professional and former attorney.

Advisor Profile

Eric T. Seybert, ChFC®, CLU®

Senior Partner

612.617.6107
Minneapolis, MN Scottsdale, AZ

Eric works primarily with physicians and based on his extensive experience, he’s established himself as a financial expert.

Advisor Profile

Phillip C. Richards, CLU®, RHU®

Executive Chairman and Founder

612.617.6167
Minneapolis, MN
Advisor Profile

Daniel Willie, CFP®

Senior Partner

214.642.9118
Austin, TX Dallas, TX Minneapolis, MN

Dan delivers client-centered financial guidance, instruments, and follow-up that are consistent with quality recommendations aimed at effectively meeting client needs.

Advisor Profile

Marcus Stone

Financial Advisor

512.610.4058
St. Louis, MO Austin, TX

Marcus prides himself on helping give clients confidence when it comes to their finances and being a competent friend on their side to navigate the world of finance so that they are free to do what their hearts desire.

Advisor Profile

Doug Dee

Financial Advisor

210.846.8869
Houston, TX

Doug pursued a career in financial services to deliver high-quality financial planning and investment management to help individuals and families live a life they love.

Advisor Profile

Todd Bramson, CFP®, CLU, ChFC

Senior Partner

608.888.9709
Fitchburg, WI

Todd has been a Financial Advisor with North Star Resource Group since 1987. While his office is in Madison, he maintains a national practice with clients in 45 states.

Advisor Profile
Jim Jacobs

James Jacobs, CLU®, ChFC® CLTC

Founding Partner of Jacobs Financial/Retirement Specialist

320.217.6007
St. Cloud, MN

Jim is the founder of Jacobs Financial, an independently owned and operated financial services business in St. Cloud, Minnesota.

Advisor Profile

Mike Pieper

Financial Advisor

218.791.8658
Minneapolis, MN

Mike found a passion in positively impacting my clients’ lives by helping guide them past the financial hurdles they face throughout life.

Advisor Profile

Glenn Ryan

Financial Advisor

314.608.9009
St. Louis, MO

Based in St. Louis, Glenn provides comprehensive financial services to physicians and medical professionals at various stages in their careers and financial situations. Glenn strives to make his clients’ finances work in the most appropriate and efficient way for their specific situation.

Advisor Profile
Josh Maruca

Josh Maruca

Financial Advisor

724.994.0630
Scottsdale, AZ

Based out of Scottsdale, Ariz., Josh became a financial advisor to collaborate with like-minded professionals and empower them to make positive change for their daily lives and financial futures. With a life-long relationship as the goal, Josh’s focus with clients is to identify their needs, clarify their values, and develop a gameplan that can grow with them over a lifetime. Together with his team, Josh provides financial education and guidance through every element of his client’s financial strategy.

Advisor Profile
Fitchburg, WI

Liz has been serving clients at North Star – Madison since 2004, providing dependable support for individuals and business owners on their path toward financial security.

Advisor Profile

Rich Hanzlik

Founding Partner | Wealth Advisor

651.351.3776
Woodbury, MN

Rich works with clients toward achieving financial security and independence by developing solid investing programs to help meet their long and short term financial goals.

Advisor Profile

Michael Jost, CLU®

Michael Jost

314.295.7209
St. Louis, MO Austin, TX Las Vegas, NV

Michael has a specialty practice working exclusively with physicians and their families. Michael understands the financial challenges that are unique to their chosen career and helps provide strategies to overcome them while striving towards financial independence.

Advisor Profile

Erik Siverson, CFP®

Partner and Senior Financial Advisor

612.617.6012
Minneapolis, MN Decatur, GA

Erik is a member of North Star’s Medical Division, a team dedicated to helping physicians and dentists efficiently pursue financial independence. He has developed a national financial services practice, primarily working with clients in Minneapolis, Atlanta, Chicago and the Pacific Northwest.

Advisor Profile

Reid Meyer

Financial Advisor

952.908.2518
Hopkins, MN

Reid works with young professionals, helping them realize their goals by brainstorming and dreaming about the future they hope for themselves and their loved ones.

Advisor Profile

Scott Dukes

Financial Advisor

832.322.7148
Houston, TX

Scott joined the North Star Houston team in 2016. He provides holistic financial solutions for individuals, families, and businesses to help them find a sense of security and hope in their financial lives.

Advisor Profile
Dan Dorsey

Dan Dorsey, CLU, ChFC®, CLTC

Financial Representative

612.617.6172
Minneapolis, MN

Dan Dorsey counsels professionals and their families with complex financial issues relating to wealth accumulation and executive compensation.

Advisor Profile
McKenna Stephens

McKenna Stephens, CFP®, CLTC

Financial Advisor

480.712.7285
Scottsdale, AZ San Diego, CA

McKenna Stephens is a financial advisor and has been working with North Star since 2004. Her clients extend across the United States, although she is based in the Scottsdale area.

Advisor Profile
Jacob Ritter

Jacob Ritter

Financial Advisor

512.610.4066
Austin, TX

With a focus on risk management as the foundation for a financial strategy, Jacob specializes in helping his clients to identify the life and disability insurance options that best fit the needs of them and their families.

Advisor Profile

Erin Cary

Comprehensive Financial Advisor

619.350.8906
San Diego, CA

Erin works with young, like-minded technical professionals in the early stages of building their careers and families. She offers coaching and financial advice through the many life-changing events these years can bring, including graduating college, getting married, having a baby, and buying a first home.

Advisor Profile

Clarisa Hernandez, CFP®, ChFC®, CPFA

Associate Partner

720.616.5700
Denver, CO Scottsdale, AZ

Clarisa prides herself on taking a creative and holistic approach in order to implement customized solutions for her clients’ financial needs. She believes in proper diversification of all assets; utilizing appropriate risk management techniques, and preparing for a client’s future using their greatest asset, time.

Advisor Profile

Alexis Schenck

Financial Advisor

612.431.7082
Minneapolis, MN

For Alexis, the decision to become a financial advisor stems from a combination of her passion for people and genuine, meaningful connections, as well as her life experience and drive for solving complex, unique challenges.

Alexis emphasizes diversity and inclusion in all aspects of her practice. Serving a wide variety of clients, from Xennials to snowbirds, she strives to work with community-focused individuals, busy professionals, parents, and business owners in the Midwest looking to lead a healthy lifestyle.

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Joey Snyder

Financial Advisor

804.404.2045
Richmond, VA Durham, NC

Joey has dedicated his career to developing long term client relationships by taking a personal holistic approach to financial advising.

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Houston, TX

Laura began working as a financial advisor in 2010, and in less than 10 years, she established an award-winning practice dedicated to helping clients achieve their goals.

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Jim Ries, CRPC®, AIF®

Financial Advisor

612.617.6094
Minneapolis, MN

Jim helps pharmacists, nurse anesthetists, business owners, and executives reach financial success on their terms, built on their values and goals.

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Amanda Westwood

Financial Advisor

713.840.6031
Houston, TX

Amanda values community and relationships, acting as a financial ally to her clients. In every meeting, she focuses on listening to her clients, eager to learn about their values, goals, and specific financial challenges.

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Adam Amys

Financial Advisor

612.617.6033
Minneapolis, MN

Adam Amys is a financial advisor based in Minneapolis. He helps nurses and young professionals use asset protection and wealth management strategies to ease financial stress and gain financial independence.

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Andy Jacobs

Andrew S. Jacobs ChFC®, AIF®, RICP®, CLTC

Senior Partner/Wealth Management Advisor

320.217.6008
St. Cloud, MN

Andrew is dedicated to assisting motivated professionals, closely-held businesses, families, and those in or near retirement, advising them on wealth creation and wealth preservation.

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Tanner Fedell

Financial Consultant

469.708.9260
Dallas, TX Austin, TX

Tanner Fedell offers Financial Life Planning for families throughout the U.S. His strategy is based on the premise that financial advisors should first discover a client’s most essential goals in life before formulating a financial strategy, so a client’s finances fully support those goals.

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Joseph Fox, CLU, ChFC, CLTC

Senior Partner

612.617.6061
Minneapolis, MN

Joe has earned a reputation for providing comprehensive and dependable financial guidance to individuals, business clients, friends, family and associates on a variety of financial concerns.

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Lawrence B. Tate, ChFC

Financial Advisor

763.428.0066
Elk River, MN Minneapolis, MN

Larry provides creative alternatives to help affluent individuals efficiently pursue financial success and live out the retirement they desire.

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Chris Koppelman, CFA, CAIA

Director, Wealth Management & Planning

Austin, TX

Chris Koppelman serves as the Director of Wealth Management & Planning at North Star Resource Group’s Lone Star Division.

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Alex Morrall, AIF®, CFP®

Financial Advisor

952.908.2506
Hopkins, MN

Alex helps Minnesota business owners use their businesses to drive the lifestyle they desire.

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David Kellin

Chartered Financial Consultant

218.326.5464
Grand Rapids, MN

David provides financial services for individuals, families, and business owners in Grand Rapids, Minn., and surrounding areas.

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Matt Wilson, ChFC®, CSLP®

Financial Advisor

682.888.7357
Dallas, TX

Matt is a financial advisor with North Star’s Medical Division, serving his clients virtually throughout the United States.

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Dave Pederson, CLU

Financial Advisor

763.428.0068
Elk River, MN

Dave is effectively supported by a team of professional administrative and investment product specialists assisting him in maintaining long-term relationships with his current and growing client base while providing excellent customer service.

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Joe Burgess, CFP®, AIF®, CLU, ChFC®

Wealth Advisor

612.617.6152
Minneapolis, MN

Joe helps high-level executives and business owners create an intentional life path and a meaningful legacy.

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Cameron Tammen

Financial Advisor

319.466.7444
Iowa City, IA

Cameron works with individuals and families who are excited to gain a better grasp on their financial future and prepare for a confident retirement, a well-funded college education, or a durable investment portfolio.

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John Williams, CFP®, CFS

Financial Advisor

612.617.6096
Minneapolis, MN

As a financial advisor and member of North Star’s Medical Division, John Williams specializes in working with physicians, starting as early as Residency/Fellowship.

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Karen S. Patel, CLTC, CFBS

Financial Consultant and Advisor

720.616.5706
Denver, CO San Diego, CA Chicago, IL

Karen has advocated for business owners in construction, manufacturing, professional services, and technology for several decades. She focuses on relationship-based, comprehensive financial planning strategies for closely-held middle-market business and family clients.

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Paul Archambeau

Founding Partner | Wealth Advisor

651.291.3627
Woodbury, MN Saint Paul, MN

Since Paul joined the firm in 1999, he has implemented creative strategies to help clients efficiently pursue their financial goals. Paul pays attention to the details while providing his clients with prompt, personal service. He believes in a proper exit strategy and realizes the impact taxes will have on his clients’ retirement portfolios.

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Emily A. Malecha, CRPC®

Financial Advisor

612.617.6178
Minneapolis, MN

Emily started a joint practice with Ann Wengronowitz to help the next generation of clients and continue to provide ongoing personalized client service.

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Tyler Walz

Wealth Management Advisor

320.217.6027
St. Cloud, MN

Tyler is focused on helping business owners, individuals and families create and implement comprehensive financial strategies that are tailored to their specific goals through a personalized, advice-based process.

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Robert Manhardt

Financial Advisor

513.309.4369
Cincinnati, OH

Robert runs an independent, nationwide practice that utilizes the benefits of technology while also maintaining the importance of face-to-face trust.

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Jeff Turton

Senior Financial Advisor, Associate Partner

972.982.7397
Dallas, TX Decatur, GA Durham, NC

Jeff is the Past President of North Star’s Medical Division; a team of 50+ advisors dedicated to helping physicians efficiently pursue financial independence. Solid client relationships and technology have allowed Jeff to currently serve clients in over 25 states.

Advisor Profile

James Jaderborg, CLU®, ChFC®

Financial Consultant

443.475.0718
Baltimore, MD Washington, DC Philadelphia, PA Minneapolis, MN

James Jaderborg specializes in working with business owners, physicians, and medical professionals to help them overcome financial challenges unique to their careers.

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Jim McMahon

Financial Advisor

612.617.6052
Minneapolis, MN

Jim McMahon is a financial professional working out of North Star’s Minneapolis office.

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Jack Grimm

Financial Advisor

512.797.8018
Austin, TX

As your advisor, Jack’s role is to become your advocate and to learn every nuance of your financial scenario so he can help you design a strategy for the life you envision. He makes your finances his first order of business, so you can focus on other priorities. As a member of North Star Resource Group, Jack works closely with a team of other financial advisors and specialists who become experts in your financial success with your values and goals at the center.

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Josh Evenson, CFP®, ChFC, CASL™

Senior Partner

608.888.9742
Fitchburg, WI

Josh strongly believes that developing a financial strategy is a continual process, not an event. He works with clients to create an initial strategy and then meets with them regularly to review their current priorities and track progress.

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Joshua Wokurka

Financial Advisor

630.379.8785
Philadelphia, PA Chicago, IL

Specializing in working with physicians and dentists, Josh’s goal is to develop trust early on with his clients to lay the groundwork for a lifelong relationship.

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Anthony J. Schau, CFP®

Regional Vice President

319.800.6287
Iowa City, IA

Established in 1992, Anthony is an industry expert with a practice specializing in the development of financial strategies for medical and business professionals and their families.

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Mike Rutter, CFP®

Certified Financial Planning Practitioner

612.617.6101
Minneapolis, MN

Mike is a Senior Financial Advisor and a CERTIFIED FINANCIAL PLANNERTM who specializes in working with medical professionals, attorneys, families and business owners.

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Brett Vander Bloemen

Partner, Financial Representative

612.617.6187
Minneapolis, MN

Brett typically starts working with physicians while they’re in residency, helping them identify ways to reduce debt and develop savings habits, along with educating them on what to expect as they transition into practice.

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Kyle Flynn, CSLP®

Financial Consultant

440.539.1461
Baltimore, MD Washington, DC

Based in Baltimore and Washington, D.C., Kyle works with physicians and their families to accomplish their financial goals.

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Mark Miller, CFP®, CLU®, ChFC®

Financial Planner, Associate Partner

612.617.6157
Dallas, TX

Mark Miller is a financial planner who has spent the entirety of his career with North Star Resource Group since graduating from Baylor University. Mark specializes in working with physicians, dentists, and business owners across the country.

Advisor Profile

Patrick Olson, CFP®

Financial Planner

952.908.2522
Minneapolis, MN Hopkins, MN

Since 2004, Patrick has specialized in providing advice-based guidance to help people purse financial success. He supports clients in making personal decisions about the allocation of their financial resources by defining and quantifying financial goals and objectives, and providing access to a wide range of financial solutions and services.

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Austin, TX

Grant’s mission is to be an essential resource for his clients, helping them organize their investment and insurance solutions to live a comfortable and confident life now and into retirement.

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Mike Innes

Financial Advisor

612.617.6030
Minneapolis, MN

Mike became a financial advisor to walk others through this journey to financial security. That feeling of freedom is what he wants for every client in his practice.

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Jeff Jarnes, CFP®, CLU, ChFC, RHU

Senior Partner

952.908.2525
Hopkins, MN

Jeff’s goal is to help his clients make sound decisions about the allocations of their financial resources by defining and quantifying financial goals and objectives, and providing access to a wide range of competitive financial products and services.

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David Johnson

Financial Consultant

888.237.9854
Minneapolis, MN

David is a co-founder of Augustine + Johnson and works on a referral-only basis. Visit the Augustine + Johnson website to find out more.

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Kyle Standafer

Financial Advisor

909.851.7768
San Diego, CA

Kyle builds lifelong relationships with his clients, helping them take hold of their spending and saving so they can secure a financially stable future for themselves and those who matter most.

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Bobby Ebert, CFP®, AIF®, CLU®, CLTC, CEPA

Senior Financial Consultant

952.908.2508
Hopkins, MN

Since 2003, Bobby has helped business owners, professionals, and executives to define their financial goals and then map out a strategy to achieve success.

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Jim Quandt, CFP®, AIF®, CLU, ChFC, CLTC

Managing Director

952.908.2505
Hopkins, MN

Over the past 20 years, Jim has specialized in providing solutions to help people efficiently pursue financial success. Jim’s goal is to help his clients make quality decisions about the allocations of their financial resources.

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Toney Cuellar

Financial Planner

619.350.8909
San Diego, CA

Toney started her practice in Texas in 2015 and became based in California when she expanded it nationwide in 2018. Since expanding, she intentionally focused on fee-based financial planning where she is upheld to the fiduciary standard and works with her clients in the six areas of financial planning.

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Bill Hanzlik, RHU, CLTC

Registered Representative, Agent

952.908.2524
Hopkins, MN

Bill began his career at the North Star Resource Group in 1977, spending many years on the management team. In 1996 he began to focus solely on his personal clients. He specializes in helping clients create attainable goals and objectives.

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Luke Strode, CFP®

Financial Advisor

480.712.6780
Scottsdale, AZ

Luke Strode serves as an original member of the North Star Resource Group – Scottsdale Division, a boutique, client-centric, integrity-driven, holistic financial planning and wealth management practice to cater to the needs of high income and high net worth individuals and their families.

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Temi Carda

Financial Advisor

612.431.7392
Minneapolis, MN

Temi is a financial advisor in Minneapolis, MN, working to guide individuals, families, businesses, athletes and more towards personal success.

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Jon Ylinen

Senior Partner - Financial Advisor & Wealth Manager

608.888.9794
Fitchburg, WI Minneapolis, MN Chicago, IL

Jon works with several hundred physicians starting as early as their final year of medical school, through residency and fellowship, in practice, and through retirement.

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Gaylen J. Harms, CFP®, CLU, ChFC, CLTC, CPFA

Founding Partner of Fortune Financial

952.908.2520
Minneapolis, MN Hopkins, MN

Since 1983, Gaylen has specialized in providing financial alternatives to help people pursue financial success. He helps clients make high-quality decisions about the allocation of their financial resources by defining and quantifying financial goals and objectives, and providing access to a wide range of competitive financial products and services.

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Craig Molldrem, CLTC, RICP, AIF®, CAP, CLU®, ChFC®, CFP®

Senior Partner, Financial Advisor

612.617.6011
Dallas, TX Houston, TX

Craig works primarily with physicians, providing career-specific advice to help overcome unique financial challenges, and also retirees, offering his clients full-service retirement management and a greater understanding of their own goals and needs.

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Kristin Printon, AIF®

Senior Partner & Wealth Advisor

612.617.6024
Minneapolis, MN Saint Paul, MN
With a mission to inspire, educate, and motivate others to use their finances as a tool to design their best life, Kristin makes the overwhelming, jargon-filled financial world simpler and as stress-free as possible.

 

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Darby Affeldt, DVM, RICP®

Financial Advisor, Associate Partner

206.321.6566
Seattle, WA

Darby supports veterinarians and entrepreneurs throughout the U.S. by organizing, streamlining, and guiding them to reach their financial goals.

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Davin Bell

Associate Partner

512.610.1808
Austin, TX

Davin, licensed in insurances and securities registered, will guide you through a coordinated strategy illuminating choices along the way. His goal is for you to walk away with not just an answer, but a new perspective on what it means to be financially healthy. He believes financial health means you have retained control of your choices.

Advisor Profile

Blake Bir

Financial Advisor

859.640.7609
Cincinnati, OH

Blake is a financial advisor with North Star Consultants’ Medical Division working out of the Cincinnati location. He runs an independent financial practice in which he works primarily with specialty physicians and dentists.

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William H. Montag, CFP®

Financial Consultant and Senior Partner

319.351.4307 ext. 43
Iowa City, IA

Bill’s practice specializes in building long term relationships with physicians, dentists, and business owners based on trust, integrity, and loyalty as they transition through school to residency, fellowship, and finally into practice.

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Peter Krewet, CFP®

Financial Advisor

314.560.2052
Dallas, TX

Working primarily with young medical professionals, Peter aims to educate and provide helpful, simple-to-understand guidance on everything from risk and debt management to retirement planning.

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Larry Altman, CFP®, CLU, CLTC®

Founding Partner

952.908.2510
Hopkins, MN

Laurence J. Altman, CFP®, CLU, CLTC is a founding partner of Fortune Financial, an independent financial services firm in Minnetonka, Minn.

For over 40 years, Larry has provided expertise to business owners, professionals, and executives on their investment and wealth management strategies.

Advisor Profile

Max Dowdy

Financial Advisor

612.617.6082
Minneapolis, MN

Max’s main goal is to have a positive effect on his community in the Twin Cities and in his home state of Michigan. He does this one individual and family at a time, helping people take control of their financial life, plan for their future, and pursue economic freedom and security.

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