Find a financial professional

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.

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.

By taking a holistic approach to financial planning, Hannah forms tailored recommendations that align with what her clients wish to accomplish.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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

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.

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.

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

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.

Felix works with young professionals and physicians to incorporate financial strategies into their own goals, so that they are able to help provide for their families.

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).

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

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

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.

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.

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.

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.

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

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

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

By digging deeper into their “why”, Holly uses solid financial strategies to guide clients towards a feasible pathway to reach for their dreams rather than just scraping by.

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.

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.

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.

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

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.

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.

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.

Jim helps medical professionals, business owners, and executives reach financial success on their terms, built on their values and goals.

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.

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.

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.

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.

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

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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

Matt recognizes the importance of having a financial advocate and seeks to teach others the benefits of investing.

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

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.

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

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.

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.

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.

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.

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.

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

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.

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.

As a Wealth Management Advisor based in San Diego, Adam provides comprehensive financial guidance for business owners, professionals, and their families to build and protect their wealth and leave the legacy they want.

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.

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.

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.

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

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.

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.

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

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.

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.

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.

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.

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

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.

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.

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

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

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.

By taking a client-centered approach to financial advising, Matt works with his clients to make high-quality decisions towards their financial dreams.

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.

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.

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.

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

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.

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.

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

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.

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.

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.

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.

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

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.

Enthusiastic and driven to build personal and professional relationships, Colin partners with individuals, families and business owners as they work to reach their financial goals.

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.

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.

A.J. develops a strategy for the unique needs of salespeople and other busy working professionals.

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.

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.

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.

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.

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

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.

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.

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.

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

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.

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.

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.

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.

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

By defining their financial goals, Kirk is able to figure out which instruments need to be implemented in order to protect his clients from any unexpected obstacles that may occur.

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.

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.

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.

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.

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.

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

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.

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

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.

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

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.

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.

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

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

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.

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.

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

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

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.

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.

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.

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

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

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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.

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.

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.

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.

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.

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.