Find a financial advisor

Get matched with a financial advisor

Use our step-by-step tool to match with a financial advisor to will help you navigate your path to financial security. With over 160 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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We will match you with advisors who can help you invest your assets and prepare for the future with your current financial situation in mind.

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We have advisors who specialize in working with clients in specific industries, and they can provide a strategy tailored to your unique needs.

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We will match you with someone who can grow with you and who caters services to your stage of life.

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Our financial professionals will help you balance your priorities and create a strategy that takes all your goals and concerns into account. You can select multiple answers.

Jane M. LaLonde, CFP®

Senior 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

Brooks Butalla

Financial Advisor

612.431.7451
Minneapolis, MN

Brooks is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

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

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

Taylor J. Ploss, CFP®

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

Reed Romo

Financial Advisor

949.599.4717
San Diego, CA

With a deep-seated dedication to guiding individuals toward financial success, Reed provides comprehensive financial advice.

Advisor Profile

Mitch Zimmer

Wealth Advisor

651.351.3776
Woodbury, MN

Mitch is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Advisor Profile

Holly Ruckel, RICP®

Financial Advisor

512.569.3183
Austin, TX

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.

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
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

Toney Cuellar, CFP®

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 upholds the fiduciary standard and works with her clients in the six areas of financial planning.

Advisor Profile

Kayla Nikula

Financial Advisor

608.888.9737
Fitchburg, WI

I help high-achieving singles and families answer the question, “What’s it all for?”

Because when you know the why driving your spending and investing choices, you can make smarter decisions that set you up for a fulfilling and confident financial future.

Whether you are making a good income but feel like you’re still living paycheck to paycheck, or you have a cash flow surplus but aren’t sure how to wisely invest.

Advisor Profile

Noah Dendinger

Financial Advisor

612.231.1634
Minneapolis, MN

Noah creates financial plans that help clients across the nation reach their financial goals. He enjoys working with a wide variety of individuals who are eager to take control and improve their financial situation. He builds on his background in property and casualty insurance by expanding to a holistic approach to financial planning with his clients.

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

David Saltzman, CFP®, CLU, ChFC

David Saltzman

512.610.1807
Minneapolis, MN

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

Eleanor Mae Pascual

Financial Advisor

404.683.0606
Duluth, GA

As an independent advisor, Eleanor is not tied to one specific line of products and can instead make recommendations based on your specific needs and goals for your future.

Advisor Profile

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.

Advisor Profile

Matt Wilson, CFP®, 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.

Advisor Profile
Dave Nordmeier, Financial Advisor

David Nordmeier, CFP®, CFS

Founding Partner of Midwest Wealth Advisors & Financial Advisor

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, or CFP®, practitioner firmly focused on his client’s financial well-being and believes this strengthens successful long-term client relationships.

Advisor Profile

Joshua Wokurka

Financial Advisor

630.379.8785
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.

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

Matt Bellin, CRPC®

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

Reid Meyer, CFP®

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

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.

Advisor Profile

Mark Miller, CFP®, CLU®, ChFC®, WMCP®

Financial Planner, Associate Partner

612.617.6157
Southlake, 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

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.

Advisor Profile

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.

Advisor Profile

James Jaderborg, CLU®, ChFC®

Financial Advisor

443.475.0718
Owings Mills, MD Washington, DC Minneapolis, MN

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

Advisor Profile

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.

Advisor Profile

Matt Strot

Financial Advisor

612.803.2183
Minneapolis, MN

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

Advisor Profile

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

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.

Advisor Profile

Wesley Sharp

Financial Advisor and Wealth Manager

612.617.6067
Minneapolis, MN 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

Michael Paulus, CFP®, CLU®, ChFC®

Financial Advisor

612.617.6044
Salt Lake City, UT

Michael helps high-achieving professionals organize their list of financial priorities into one comprehensive plan. Then, he and his team make sure the elements of the plan happen promptly, efficiently, and with as little legwork from you as possible.

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

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.

Advisor Profile

Angela Ambrose, CFP®, RICP®, AFC®

Financial Advisor

919.908.2459
Durham, NC

Angela provides comprehensive, tailored financial plans as a foundation for her clients. She primarily works with individuals in the medical field, law professionals, and pre-retirees with a focus on comprehensive planning. This comprehensive planning that she applies includes all facets involving investments, taxes, risk management, wealth management, and more.

Advisor Profile

Shaun McDuffee, AEP, CLU, ChFC®, CEPA

Senior Vice President, Founder and President of Twin Oaks Advisors

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

Erik Siverson, CFP®

Partner* and Senior Financial Advisor

612.617.6012
Minneapolis, MN

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

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

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

Raphael McGee

Financial Advisor

919.908.2460
Durham, NC

Raphael is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Advisor Profile

Neil Johnson

Financial Advisor

715.441.6207
Scottsdale, AZ

As an independent advisor, Neil is not tied to one specific line of products and can instead make recommendations based on your specific needs and goals for your future.

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

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

Jackson Cusick

Financial Advisor

619.987.2306
San Diego, CA

Jackson provides complete financial plans that avoid being a “one-size-fits-all” solution. Because, the truth is, there is no “one-size-fits-all” life.

Advisor Profile

Michelle Muthiani, CSLP®

Financial Advisor

612.617.6041
Minneapolis, MN

Michelle specializes in consulting with physicians and dentists in regard to their personal and business financial goals and concerns.

Advisor Profile

Ann M. Wengronowitz, CFP®, RICP®

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

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

Kyle Flynn, CSLP®

Financial Consultant

440.539.1461
Owings Mills, MD Washington, DC

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

Advisor Profile
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

Garrett Culwell, CLU®

Financial Advisor

512.751.0712
Franklin, TN

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

Grace B. Torres Kilpatrick

Financial Advisor, CEPA®

858.688.3047
San Diego, CA

Grace has spent over a decade in wealth management. She is a dedicated financial advisor who is emotionally intelligent about delicate life transitions that can arise during the wealth management process. She prides herself on taking the time to discuss complex concepts clearly. She describes herself as a lifelong learner and encourages academics.

Advisor Profile

Crissi Patton

Financial Advisor

919.908.2458
Durham, NC

Crissi creates financial strategies that help clients pursue their financial goals and dreams. She works with individuals who are eager to learn about their finances and value honesty and transparency from their financial advisor. She uses her natural ability to connect with others and her desire to educate her clients as the foundation for her entire advising practice.

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

Carol Lindberg, CPA, MBA, FLMI

Financial Advisor

470.870.1200
Duluth, GA

Carol is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Advisor Profile

John Ceo-Martens, CLU®

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

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.

Advisor Profile

Carter Amundson

Financial Advisor

414.260.5545
Milwaukee, WI

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

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

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

Stephanie Tsang, CPA, CFP®, ChFC®, CEPA, CDFA®

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

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

Joe Blazek

Financial Advisor

507.696.6314
Minneapolis, MN

Regardless of where you are on your financial journey, Joe and the North Star team are here to support you and your values.

Advisor Profile

Zach Landt, RICP

Financial Advisor

715.410.4608
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

Eleazar Lopez Jr., CPFA®

Financial Advisor

414.260.5548
Milwaukee, WI

Eleazar is a 15-year financial professional born and raised in Milwaukee. He brings an array of knowledge and experience to the table from banking, life insurance, and retirement strategies. He has done this by way of financial literacy workshops and providing tools and resources to guide his clients to build safe and secure futures.

Advisor Profile

Zach Martindale

Financial Advisor

804.916.1526
Richmond, VA

Zach is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Advisor Profile

Hannah Flodin, CSLP®

Comprehensive Financial Advisor

480.550.9745
Scottsdale, AZ

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

Advisor Profile

Michelle Gabay

Financial Advisor

470.870.8283
Duluth, GA

Michelle helps members of the Israeli and Jewish communities as they identify and work toward their financial goals. She uses her nearly 20 years of experience as a financial advisor in Israel and her connections to Israeli financial institutions to offer specialized financial planning solutions to members of this group.

Advisor Profile

Anthony J. Schau, CFP®

Financial Planner & 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.

Advisor Profile

Nick Kellum

Financial Advisor

619.350.8950
San Diego, CA

Nick is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

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

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.

Advisor Profile

Colin Early

Financial Advisor

612.617.6118
Minneapolis, MN

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.

Advisor Profile

McKenna Stephens, CFP®, CLTC, CDFA®

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

Darby Affeldt, DVM, RICP®, CPFA®

Financial Advisor, Associate Partner

206.321.6566
Olympia, WA

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

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
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

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

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

Kyle Larsen

Financial Advisor

734.330.6287
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

Jeremy McArthur

Financial Advisor

608.888.9749
Fitchburg, WI

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
Emily Malecha

Emily A. Malecha, CRPC®, ChFC®

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.

Advisor Profile

Lukas Barthel, CPFA®

Financial Advisor

414.260.5581
Milwaukee, WI

Lukas leverages his unique background to create and manage comprehensive financial strategies for his clients. He enjoys working alongside a wide range of professionals and their families to help them pursue financial freedom. While doing this, he makes it a priority to meet each client right where they’re at and develop goals and plans tailored specifically to their situation.

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

Bill Hanzlik, RHU, CLTC

Financial 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.

Advisor Profile

Calvin McKenney, CFP®

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
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.

Advisor Profile

Billy J. Jordan

Financial Professional

612.617.6000
Duluth, GA

Billy is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Advisor Profile

Karsten Augustin, CRPC®

Financial Advisor

612.816.2090
Minneapolis, MN Fitchburg, WI

When you work with Karsten, you receive a financial ally committed to understanding your unique financial goals. He listens to your individuals needs and situations to develop financial strategies and recommendations that fit your financial life. Karsten understands the need for financial literacy and works to ensure that you feel confident and informed with your financial situation.

Advisor Profile

Keith Van Dell

Founding Partner | Wealth Advisor

651.291.3628
Woodbury, MN

Keith works with professionals and business owners from all walks of life, helping them pursue their passions in retirement and design a legacy for the next generation.

Advisor Profile

James Collins

Financial Advisor

919.908.2460
Durham, NC

James is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Advisor Profile

Eric T. Seybert, ChFC®, CLU®

Senior Partner

612.617.6107
Scottsdale, AZ Minneapolis, MN

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

Advisor Profile

Emmett Kearney

Financial Advisor

619.350.8919
San Diego, CA

As a financial advisor, I specialize in crafting investment plans, managing risk, and developing robust retirement solutions for my clients. I enjoy working with individuals and businesses in the biotechnology and medical industries as I help them simplify their financial decisions. Using my passion for numbers and a drive to help others navigate the complexities of finance, I aim to be my clients’ trusted financial guide.

Advisor Profile

Laura Vaughn, CFP®

Senior Partner

281.467.4323
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.

Advisor Profile

Sydney Miller

Financial Advisor

919.647.7736
Durham, NC

Sydney builds comprehensive financial plans to help assist her clients with reaching their financial goals on their timeline. She enjoys working with individuals who are interested in learning alongside Sydney and who want to grow their financial potential over time. She applies a sense of passion and a desire to give back to her clients with every relationship that she fosters with them through her work.

Advisor Profile

Matt Probst

Financial Advisor

952.212.2011
Minneapolis, MN

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

Advisor Profile

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

Naryan Leazer

Financial Advisor

414.260.5552
Milwaukee, WI

Regardless of where you are on your financial journey, Naryan and the North Star team are here to support you and your values.

Advisor Profile

Michael Rutter, CFP®

Senior Financial Advisor

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.

Advisor Profile

Ericka Schaefer, ChFC®

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

Jinit Patel

Financial Advisor

Austin, TX

Dr. Jinit Patel is an Emergency Medicine Physician and Financial Advisor who combines his medical background with his ongoing pursuit of knowledge in the financial services field. He provides clients with comprehensive guidance on financial wellness, utilizing innovative strategies to help them achieve their long-term goals.

Advisor Profile

Ha Do (Hana), MBA, RICP

Financial Advisor

404.405.5494
Duluth, GA

Ha provides attention to detail, client focus, and great empathy to her clients throughout the financial planning process.

Advisor Profile

Matt Siers, CRPC

Financial Advisor

320.281.0003
St. Cloud, MN

Matt understands the importance strong financial strategies have on an individual and family. As a father of two, Matt is passionate about helping his clients feel comfortable and confident with their financial decisions.

Advisor Profile

Kyle Heller, CFP®

Founding Partner | Wealth Advisor

651.351.3776
Woodbury, MN

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

Advisor Profile

P.Q. Le, ChFC®, CLU®

Managing Director & Financial Planner

470.870.1200
Duluth, GA

P.Q. entered the financial services industry in January 1985. Working with some leading global financial conglomerates, he has acquired multinational and multicultural market experience in banking products and services, business planning strategies, financial and estate planning strategies, investment advisory, and wealth management.

Advisor Profile

Nolan Lind, ChFC®

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

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

Michael E. Graham II, DVM, MBA

Financial Advisor

504.874.4928
Austin, TX

Michael manages the financial strategies of his clients to help them reach their financial aspirations. He enjoys working with individuals in veterinary medicine, agriculture producers, and medical professionals as they navigate their route to financial freedom. Using the full resources of the North Star specialist team, he advocates for the best interests of all his clients.

Advisor Profile

Helen Bost, CFP®

Financial Advisor

804.357.1742
Minneapolis, MN

Helen is a financial planner with over a decade of experience guiding professionals, couples, families, and business owners toward achieving their financial aspirations.

Advisor Profile

Joe Burgess, CFP®, CAP®, AIF®

Wealth Advisor

612.617.6152
Minneapolis, MN

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

Advisor Profile

Max J. Dowdy

Financial Advisor

608.888.9807
Fitchburg, WI

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.

Advisor Profile
Amanda Charles

Amanda Charles, CSLP®

Financial Advisor

612.617.6182
Minneapolis, MN

Regardless of where you are on your financial journey, Amanda and the Moxie team are here to support you and your values.

Advisor Profile

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

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.

Advisor Profile

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.

Advisor Profile

Jeff Turton, RICP®, WMCP®

Senior Financial Advisor, Associate Partner

Dallas, TX Minneapolis, MN

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

Peter Krewet, CFP®

Financial Advisor

314.560.2052
Southlake, 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.

Advisor Profile

Luke Strode, CFP®

Associate Partner and Wealth Advisor

480.712.6780
Scottsdale, AZ

Helping the high achievers focus for their finances in order to create, grow, and preserve true wealth.

Advisor Profile

Daniel Willie, CFP®

Senior Partner

214.642.9118
Austin, 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

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.

Advisor Profile

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

Senior Partner

218.825.7104
Minneapolis, MN

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

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

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

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

Jeff Landt, CFA, CFP®

Director of Investments and Financial Advisor

612.617.6116
Minneapolis, MN

Jeff works one-on-one with clients, specializing in retirement distribution and wealth management. Preparing for and navigating retirement can be complex. Jeff enjoys helping people focus on what really matters to them in life, and then he works with them to develop a portfolio capable of supporting their goals

Advisor Profile

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.

Advisor Profile

Aaron Zimmer, CFP®, AIF®, RICP

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

Kristin Printon, AIF®, WMCP®

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.

 

Advisor Profile

David Shestak

Financial Advisor

952.908.2511
Hopkins, MN

Regardless of where you are on your financial journey, David and his team are here to support you and your values.

Advisor Profile

Nolan Mueller

Financial Advisor

414.260.5586
Milwaukee, WI

Nolan helps manage the financial strategies of business owners and professionals as they pursue financial freedom. He enjoys working with individuals who seek an advisor with genuine care and interest in their situation, and who employ a desire to help them with their finances. Using his intention of building a personal relationship with his clients along the way, Nolan provides tailored solutions that help them pursue their financial goals and dreams.

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

Patrick Olson, CFP®

Financial Advisor

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.

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

Lawrence B. Tate, ChFC

Founding Partner & 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.

Advisor Profile
Austin Rothstein, Financial Advisor

Austin Rothstein

Financial Advisor

763.428.0066 ext. 6
Elk River, MN 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

Tyler Laurentius, CFP®

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
Kristin Strom

Kristin Strom, AIF®

Financial Advisor

952.908.2526
Hopkins, MN

Regardless of where you are on your financial journey, Kristin and her team are here to support you and your values.

Advisor Profile

Temi Carda

Financial Advisor

612.431.7392
Minneapolis, MN

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

Advisor Profile

Devon Pilney

Financial Advisor

503.423.2761
Minneapolis, MN 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

Max Gifford, CSLP®

Financial Advisor at Gifford Financial

612.617.6173
Minneapolis, MN

Max Gifford is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908.

Advisor Profile

Adam Jacobs

Financial Advisor

619.971.4191
San Diego, CA

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.

 

Advisor Profile

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.

Advisor Profile

Brittany Brown

Financial Advisor

612.617.6087
Minneapolis, MN

Brittany provides tailored, purposeful financial services that are designed to help her clients reach their full financial potential. She uses a combination of genuine care for her clients’ lives and a desire to be a financial “coach” to them to help them achieve their financial goals.

Advisor Profile

Annie Book, CLTC, ChFC®, RICP®

Financial Advisor

503.423.2737
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

Michael Jost, CLU®

Financial Advisor

314.420.1547
Junction City, KS

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

Logan Gacke

Financial Advisor

612.617.7017
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

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.

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

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

Senior Partner

612.617.6011
Southlake, 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.

Advisor Profile

Mackenzie Martin

Founder and Financial Advisor at Catalyst Advisory Group

206.719.6923
West Linn, OR

Mackenzie is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Advisor Profile

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.

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

Blake Bir

Financial Advisor

859.640.7609
Cincinnati, OH Tampa, FL

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.

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

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.

Advisor Profile

Marshall W. Gifford, CLU, ChFC

Founder and Partner at Gifford Financial

612.617.6119

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

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

Glenn Ryan, CSLP®

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

Dennis Stolp, RHU, LUTCF, REBC

Financial Advisor

651.765.8130
Arden Hills, 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

Alan Kennedy

Financial Advisor

919.908.2462
Durham, NC

Alan works with business professionals, attorneys, and medical and healthcare professionals as they pursue their financial goals. Acting as their financial mentor, he helps his clients plan for their future while making a difference in their lives. He brings a unique background and the full resources of the North Star specialist team to make a positive impact on his clients.

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

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.

Advisor Profile

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

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

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.

Advisor Profile

Jim Ries, CRPC®, AIF®

Associate Partner, Financial Advisor

612.617.6094
Minneapolis, MN

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

Advisor Profile

Michelle Sonu

Financial Advisor

404.545.6312
Duluth, GA
Michelle’s passion is providing professional financial services to her community based on their specific needs.
Advisor Profile

Alex Morrall, AIF®, CFP®, CPFA®

Financial Advisor

952.908.2506
Hopkins, MN

As your financial advisor, I serve as a counselor, coach, and project manager, pulling together every piece of your financial picture to help you get to where you want to be, when you want to be.

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
Joseph Rinaldo

Joseph Rinaldo, CLTC

Financial Representative

480.926.3343
Phoenix, AZ

Joseph Rinaldo brings a strong moral and service orientation to his interactions with clients. For over 30 years, he has provided financial direction to corporations, professionals, and families from diverse backgrounds.

Advisor Profile

Chris Finden, RICP®

Financial Advisor

612.617.6050
Minneapolis, MN

Chris creates and manages comprehensive financial plans to help clients pursue their financial goals with purpose. He enjoys working with clients who want to know more about their financial situation and are interested in a life-long relationship with their financial advisor. He combines a strong desire to help his clients pursue their financial potential with a passion for his work to build financial strategies that are flexible to the changing lives of his clients.

Advisor Profile
Karen Patel, Financial Advisor

Karen S. Patel, CLTC

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.

Advisor Profile
Tanner Leary

Tanner Leary

Financial Advisor

434.941.7990
Richmond, VA

Tanner works with medical professionals, business owners, and other individuals who are looking to create logical financial strategies. He focuses on guiding each of his clients towards their financial goals, defining their financial objectives and providing tools that help his clients grow.

Advisor Profile

Kyle Standafer

Financial Advisor

619.637.0797
San Diego, CA

Kyle Standafer is a financial advisor based out of San Diego, CA. North Star Resource Group has been around since 1908 and is one of the nation’s oldest and largest privately-held independent financial advising firms with over $12 billion of client assets entrusted to them.

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

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.

Advisor Profile
Tyler Parker, Financial Advisor at North Star Resource Group

Tyler Parker, CSLP, CRPC®

Financial Advisor

701.891.9777
Durham, NC

Working as a financial advisor, Tyler is passionate about working with individuals in every stage for their financial journey. He strives to be an educational resource to his clients as they work to achieve their financial goals and alleviate stress.

Advisor Profile

Joey Snyder, WMCP®

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.

Advisor Profile

Amanda R. Diliberti, CSLP®

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

David Johnson

Financial Consultant

612.617.6108
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.

Advisor Profile

Scott Augustine, CFP®

Certified Financial Planner

612.617.6127

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

Advisor Profile

Josh Maruca

Financial Advisor

480.550.9476
Scottsdale, AZ

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 game plan 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

Rich Hanzlik

Founding Partner | Wealth Advisor at Waypoint Wealth Group

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
Ross Cameratta

Ross Cameratta

Financial Advisor

440.821.5044
Chicago, IL

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

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