Find a financial professional
Get matched with a financial professional
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.
Enter your zip code to show advisors or associates working in your area.
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.
We have advisors who specialize in working with clients in specific industries, and they can provide a strategy tailored to your unique needs.
If industry experience is not your primary concern, you can select “other” to maximize your search results.
We will match you with someone who can grow with you and who caters services to your stage of life.
Your financial goals and concerns
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.
Calvin McKenney, CFP®
Financial Advisor952.908.2515 firstname.lastname@example.org
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.
Michael Jost, CLU®
Financial Advisor314.295.7209 email@example.com
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.
Stephanie Tsang, CFP®, ChFC®, CEPA, CDFA®
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.
Financial Consultant888.237.9854 firstname.lastname@example.org
David is a co-founder of Augustine + Johnson and works on a referral-only basis. Visit the Augustine + Johnson website to find out more.
John Tidwell, CSLP®
Financial Advisor214.280.9680 email@example.com
John works with driven young professionals starting out in the medical and dental fields and related industries.
Erik Siverson, CFP®
Partner and Senior Financial Advisor612.617.6012 firstname.lastname@example.org
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.
Financial Advisor608.888.9739 email@example.com
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.
John Williams, CFP®, CFS
Financial Advisor612.617.6096 firstname.lastname@example.org
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.
Financial Advisor612.617.6050 email@example.com
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.
Andrew Gifford, CFP®
Founder and Partner at Gifford Financial612.617.6174 Andrew@giffordfinancial.com
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.
Financial Advisor952.908.2513 firstname.lastname@example.org
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.
Financial Advisor503.423.2761 email@example.com
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.
James Jacobs, CLU®, ChFC® CLTC
Founding Partner of Jacobs Financial/Retirement Specialist320.217.6007 firstname.lastname@example.org
Jim is the founder of Jacobs Financial, an independently owned and operated financial services business in St. Cloud, Minnesota.
Financial Advisor952.212.2011 email@example.com
By taking a client-centered approach to financial advising, Matt works with his clients to make high-quality decisions towards their financial dreams.
Erik Andrews, CFP®
Associate Partner, Senior Financial Consultant612.617.6048 Erik.Andrews@northstarfinancial.com
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.
Bobby Ebert, CFP®, AIF®, CLU®, CLTC, CEPA
Senior Financial Consultant952.908.2508 firstname.lastname@example.org
Since 2003, Bobby has helped business owners, professionals, and executives to define their financial goals and then map out a strategy to achieve success.
Financial Advisor737.243.2426 email@example.com
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.
Financial Advisor440.821.5044 firstname.lastname@example.org
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.
Glenn Ryan, CSLP®
Financial Advisor314.608.9009 email@example.com
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.
Founding Partner | Wealth Advisor at Waypoint Wealth Group651.351.3776 firstname.lastname@example.org
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.
Financial Wellness Advisor612.401.5125 email@example.com
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.
Tyler Parker, CSLP
Financial Advisor701.891.9777 firstname.lastname@example.org
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.
Luke Strode, CFP®
Associate Partner and Wealth Advisor480.712.6780 email@example.com
Helping the high achievers focus for their finances in order to create, grow, and preserve true wealth.
Michael Rutter, CFP®
Senior Financial Advisor612.617.6101 firstname.lastname@example.org
Mike is a Senior Financial Advisor and a CERTIFIED FINANCIAL PLANNERTM who specializes in working with medical professionals, attorneys, families and business owners.
Financial Advisor319.466.7444 email@example.com
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.
Financial Advisor320.281.0003 Matthew@Jacobs-Financial.com
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.
When working with Matt, you can expect integrity, helpfulness, and laughter.
He strives to implement each of those core values into his personal and professional life. Matt is passionate about taking an honest approach to financial advising and works to guide his clients through their financial journey in an easy-to-understand way.
Alex Morrall, AIF®, CFP®
Financial Advisor952.908.2506 firstname.lastname@example.org
Alex helps Minnesota business owners use their businesses to drive the lifestyle they desire.
Financial Advisor612.617.6040 email@example.com
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.
Joseph Fox, CLU, ChFC, CLTC
Senior Partner612.617.6061 firstname.lastname@example.org
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.
Financial Advisor612.431.7392 email@example.com
Temi is a financial advisor in Minneapolis, MN, working to guide individuals, families, businesses, athletes and more towards personal success.
Financial Advisor512.610.4066 firstname.lastname@example.org
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.
Josh Evenson, CFP®, ChFC®, CASL®
Senior Partner608.888.9742 email@example.com
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.
Financial Advisor715.441.6207 firstname.lastname@example.org
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.
Senior Partner - Financial Advisor & Wealth Manager608.888.9794 email@example.com
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.
Founding Partner | Wealth Advisor651.291.3627 firstname.lastname@example.org
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.
Joey Snyder, WMCP®
Financial Advisor804.404.2045 email@example.com
Joey has dedicated his career to developing long term client relationships by taking a personal holistic approach to financial advising.
Financial Advisor210.846.8869 firstname.lastname@example.org
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.
Craig Molldrem, CLTC, RICP, AIF®, CAP, CLU®, ChFC®, CFP®
Senior Partner, Financial Advisor612.617.6011 email@example.com
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.
Financial Consultant469.608.9222 firstname.lastname@example.org
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.
Financial Advisor832.322.7148 email@example.com
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.
James Jaderborg, CLU®, ChFC®
Financial Advisor443.475.0718 firstname.lastname@example.org
James Jaderborg specializes in working with business owners, physicians, and medical professionals to help them overcome financial challenges unique to their careers.
Financial Advisor952.908.2526 email@example.com
Regardless of where you are on your financial journey, Kristin and her team are here to support you and your values.
Bill Hanzlik, RHU, CLTC
Financial Representative, Agent952.908.2524 firstname.lastname@example.org
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.
David M. Jacobs, AIF, CLTC, CFP®, QPFC®
Senior Partner and Wealth Management Advisor320.217.6009 email@example.com
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.
Reid Meyer, CFP®
Financial Advisor952.908.2518 firstname.lastname@example.org
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.
Karsten Augustin, CRPC®
Financial Advisor612.816.2090 email@example.com
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.
Financial Advisor608.271.9100 firstname.lastname@example.org
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.
Stacey F. Washa
Financial Advisor and Practice Manager608.888.9753 email@example.com
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.
Laura Vaughn, CFP®
Senior Partner281.467.4323 firstname.lastname@example.org
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.
Financial Advisor919.908.2472 email@example.com
Regardless of where you are on your financial journey, Elizabeth and her team are here to support you and your values.
Brian Hensen, CFP®, ChFC®
Senior Partner608.888.9778 firstname.lastname@example.org
Brian works out of the Madison office and specializes in working with physicians and other medical professionals.
Joe Burgess, CFP®, CAP®, AIF®
Wealth Advisor612.617.6152 email@example.com
Joe helps high-level executives and business owners create an intentional life path and a meaningful legacy.
Stevan C. Kafitz, LUTCF
Senior Partner / Financial Advisor612.617.6125 firstname.lastname@example.org
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.
Amanda R. Diliberti, CSLP®
Financial Advisor919.908.2473 email@example.com
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.
Matt Bellin, CRPC®, CDFA®
Financial Advisor608.888.9764 firstname.lastname@example.org
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.
Andrew S. Jacobs ChFC®, AIF®, RICP®, CLTC
Senior Partner/Wealth Management Advisor320.217.6008 email@example.com
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.
Craig G. Walters, CLU, ChFC, FLMI, CLTC
Senior Partner218.825.7104 firstname.lastname@example.org
Craig Walters is committed to the direction, leadership and support required to help his clients achieve their retirement and legacy goals.
Annie Book, CLTC, ChFC
Financial Advisor503.349.5771 email@example.com
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.
P.Q. Le, ChFC®, CLU®
Managing Director404.545.6312 firstname.lastname@example.org
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.
Nathan Hoffman, CFP®, CLU, ChFC
Certified Financial Planner™, Senior Partner512.328.5131 ext. 114 email@example.com
As a CFP® professional, Nathan believes in comprehensive, holistic fee-based financial planning. Every client’s unique goals require a custom, independent financial plan.
Jeff Jarnes, CFP®, CLU, ChFC, RHU
Senior Partner952.908.2525 firstname.lastname@example.org
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.
Financial Advisor608.888.9737 email@example.com
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.
Ryan Anderson, CFP®
Financial Advisor952.908.2537 firstname.lastname@example.org
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.
Anthony J. Schau, CFP®
Financial Planner & Regional Vice President319.800.6287 email@example.com
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.
Ann M. Wengronowitz, CFP®, RICP®
Senior Partner612.617.6110 firstname.lastname@example.org
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.
Thomas Brown, CFP®
Financial Advisor612.991.8191 email@example.com
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.
Financial Advisor612.617.6182 firstname.lastname@example.org
Regardless of where you are on your financial journey, Amanda and the Moxie team are here to support you and your values.
Jenna C. Siverson, CFP®
Financial Advisor612.617.6095 email@example.com
Jenna works with physicians, dentists, and other medical professionals to help them overcome the financial challenges that are unique to their chosen careers.
Certified Financial Planner888.404.8071 firstname.lastname@example.org
Scott is a co-founder of Augustine + Johnson, a division of North Star Resource Group.
Garret Colao, CFP®, CSLP®
Independent Financial Consultant and Partner612.617.6092 email@example.com
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.
Dan Dorsey, CLU, ChFC®, CLTC
Financial Representative612.617.6172 firstname.lastname@example.org
Dan Dorsey counsels professionals and their families with complex financial issues relating to wealth accumulation and executive compensation.
Financial Advisor612.803.2183 email@example.com
Matt recognizes the importance of having a financial advocate and seeks to teach others the benefits of investing.
Taylor J. Ploss
Financial Advisor952.908.2504 Taylor.Ploss@FortuneFin.com
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.
Chartered Financial Consultant218.326.5464 firstname.lastname@example.org
David provides financial services for individuals, families, and business owners in Grand Rapids, Minn., and surrounding areas.
Financial Advisor916.223.1499 email@example.com
Kevin assists small business owners, medical professionals, and young professionals as well as high net worth individuals who are looking for sound financial advice.
Associate Partner512.610.1808 firstname.lastname@example.org
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.
Doug Weisenberger, CFP®, CLTC®, ChFC®, CLU®
Senior Partner608.888.9726 email@example.com
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.
Financial Advisor859.640.7609 firstname.lastname@example.org
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.
Financial Advisor630.379.8785 email@example.com
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.
Financial Advisor608.888.9749 firstname.lastname@example.org
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.
Senior Financial Advisor612.617.6176 email@example.com
Andrew is a Senior Associate and has been with North Star Resource Group since 1995.
Keith Van Dell
Founding Partner | Wealth Advisor651.291.3628 firstname.lastname@example.org
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.
Financial Advisor218.791.8658 email@example.com
Mike found a passion in positively impacting my clients’ lives by helping guide them past the financial hurdles they face throughout life.
Financial Advisor763.478.1094 firstname.lastname@example.org
Justin helps Minnesota millennials and small business owners build a financial strategy to support a life they love.
Garrett Culwell, CLU®
Financial Advisor512.751.0712 email@example.com
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.
Financial Advisor608.888.9783 firstname.lastname@example.org
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.
Angela Ambrose, CFP®, RICP®, AFC®
Financial Advisor919.908.2459 email@example.com
Angela is a financial advisor with North Star Resource Group.
Damon Lichtenberger, CLTC
Senior Partner919.908.2457 firstname.lastname@example.org
Damon focuses on helping physicians, dentists, attorneys, business owners, and executives reach financial independence.
Wealth Management Advisor320.217.6027 email@example.com
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.
Joseph Rinaldo, CLTC
Financial Representative612.617.6000 firstname.lastname@example.org
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.
Financial Advisor512.610.4058 email@example.com
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.
Financial Advisor619.971.4191 firstname.lastname@example.org
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.
Michael G. Foley, CFP®, CSLP®
Comprehensive Financial Advisor480.993.9491 email@example.com
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.
Financial Advisor414.477.5287 firstname.lastname@example.org
Regardless of where you are on your financial journey, Naryan and the North Star team are here to support you and your values.
McKenna Stephens, CFP®, CLTC
Financial Advisor480.712.7285 email@example.com
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.
Financial Advisor612.617.6033 firstname.lastname@example.org
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.
Anthony Gizzarelli, CFP®
Financial Planner619.350.8913 email@example.com
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.
Eric T. Seybert, ChFC®, CLU®
Senior Partner612.617.6107 firstname.lastname@example.org
Eric works primarily with physicians and based on his extensive experience, he’s established himself as a financial expert.
Kyle Heller, CFP®
Founding Partner | Wealth Advisor651.351.3776 email@example.com
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.
Financial Advisor919.908.2461 firstname.lastname@example.org
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.
Eleanor Mae Pascual
Financial Advisor404.683.0606 email@example.com
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.
Financial Advisor612.617.6041 Michelle@giffordfinancial.com
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.
Zachary MacDougall, CFP®, ChFC®
Partner and Financial Advisor860.705.4535 firstname.lastname@example.org
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.
Nolan Lind, ChFC®
Wealth Management Advisor320.217.6023 email@example.com
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.
Kelly Hugghins Neely, CFP®
Financial Advisor512.610.1811 firstname.lastname@example.org
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.
Lawrence B. Tate, ChFC
Founding Partner & Financial Advisor763.428.0066 email@example.com
Larry provides creative alternatives to help affluent individuals efficiently pursue financial success and live out the retirement they desire.
Financial Advisor512.569.3183 firstname.lastname@example.org
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.
William H. Montag, CFP®
Financial Consultant and Senior Partner319.351.4307 ext. 43 email@example.com
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.
John Martens, CLU®
Financial Advisor512.610.4055 firstname.lastname@example.org
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.
Brad North, CFP®
Financial Advisor612.617.6000 email@example.com
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.
Dennis Stolp, RHU, LUTCF, REBC
Financial Advisor651.765.8130 firstname.lastname@example.org
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.
Financial Advisor513.309.4369 email@example.com
Robert runs an independent, nationwide practice that utilizes the benefits of technology while also maintaining the importance of face-to-face trust.
Peter Krewet, CFP®
Financial Advisor314.560.2052 firstname.lastname@example.org
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.
Financial Advisor763.428.0066 ext. 6 email@example.com
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.
Financial Advisor and Wealth Manager612.617.6067 firstname.lastname@example.org
Wesley Sharp is a member of the North Star Medical Division and helps physicians manage their finances from residency through retirement.
Daniel Willie, CFP®
Senior Partner214.642.9118 email@example.com
Dan delivers client-centered financial guidance, instruments, and follow-up that are consistent with quality recommendations aimed at effectively meeting client needs.
Matt Wilson, ChFC®, CSLP®
Financial Advisor682.888.7357 firstname.lastname@example.org
Matt is a financial advisor with North Star’s Medical Division, serving his clients virtually throughout the United States.
Financial Advisor909.851.7768 email@example.com
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.
Financial Advisor619.987.2306 firstname.lastname@example.org
Financial Advisor713.840.6031 email@example.com
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.
Grant Shatzer512.696.7113 firstname.lastname@example.org
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.
Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®
Senior Partner and Team Leader608.888.9740 email@example.com
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.
Financial Advisor612.617.6118 firstname.lastname@example.org
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.
Financial Advisor404.405.5494 email@example.com
Ha provides attention to detail, client focus, and great empathy to her clients throughout the financial planning process.
Darby Affeldt, DVM, RICP®
Financial Advisor, Associate Partner206.321.6566 firstname.lastname@example.org
Darby supports veterinarians and entrepreneurs throughout the U.S. by organizing, streamlining, and guiding them to reach their financial goals.
Ericka Schaefer, ChFC®
Financial Consultant612.617.6097 email@example.com
Ericka Schaefer helps people established in their careers with retirement strategies so they can save for the future without sacrificing a meaningful life now.
Scott Gislason, CLU, ChFC
Financial Advisor612.617.6159 firstname.lastname@example.org
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.
Financial Advisor480.550.9476 email@example.com
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.
Shaun McDuffee, AEP, CLU, ChFC®, CEPA
Senior Vice President, Founder and President of Twin Oaks Advisors512.610.4050 firstname.lastname@example.org
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.
Registered Representative651.430.9547 email@example.com
David is a registered representative of North Star working out of Fort Myers, Florida.
Kyle Flynn, CSLP®
Financial Consultant440.539.1461 firstname.lastname@example.org
Based in Baltimore and Washington, D.C., Kyle works with physicians and their families to accomplish their financial goals.
Larry Altman, CFP®, CLU, CLTC®
Founding Partner952.908.2510 email@example.com
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.
Hannah Flodin, CSLP®
Comprehensive Financial Advisor480.550.9745 firstname.lastname@example.org
By taking a holistic approach to financial planning, Hannah forms tailored recommendations that align with what her clients wish to accomplish.
Jack Ryan, RICP®
Financial Advisor314.420.1547 email@example.com
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.
Max J. Dowdy
Financial Advisor608-888-9807 firstname.lastname@example.org
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.
Dan McGivern, CLU, RHU, CLTC
Senior Partner319.466.7443 email@example.com
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).
Justin Berry, CFP®, CSLP®, RICP®
Financial Planner, Partner503.423.2736 firstname.lastname@example.org
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.
Toney Cuellar, CFP®
Financial Planner619.350.8909 email@example.com
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.
Jim Quandt, CFP®, AIF®, CLU, ChFC®, CLTC
Managing Director952.908.2505 firstname.lastname@example.org
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.
Senior Partner480.712.7285 email@example.com
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.
David Nordmeier, CFP®, CFS
Founding Partner of Midwest Wealth Advisors & Financial Advisor763.428.0066 firstname.lastname@example.org
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.
Dave Pederson, CLU
Financial Advisor763.428.0068 email@example.com
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.
Financial Advisor612.617.7017 firstname.lastname@example.org
Logan became an advisor to be that guide for his clients, helping them create a life they love using financial strategies designed for them.
Emily A. Malecha, CRPC®, ChFC®
Financial Advisor612.617.6178 email@example.com
Emily started a joint practice with Ann Wengronowitz to help the next generation of clients and continue to provide ongoing personalized client service.
Marshall W. Gifford, CLU, ChFC
Founder and Partner at Gifford Financial612.617.6119 Marshall@giffordfinancial.com
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.
Mark Miller, CFP®, CLU®, ChFC®
Financial Planner, Associate Partner612.617.6157 firstname.lastname@example.org
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.
Patrick Olson, CFP®
Financial Advisor952.908.2522 email@example.com
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.
Financial Advisor404.545.6312 firstname.lastname@example.org
Kristin Printon, AIF®, WMCP®
Senior Partner & Wealth Advisor612.617.6024 email@example.com
Financial Advisor734.780.6206 firstname.lastname@example.org
Tyler combines his passion for relationship building and his skills in finance and investing to help his clients achieve their financial goals.
Aaron Zimmer, CFP®, AIF®
Wealth Management Advisor320.217.6017 email@example.com
Aaron provides insurance, investment, and retirement solutions for individuals, families, and businesses. He uses these solutions to provide individualized financial solutions for his clients.
Karen S. Patel, CLTC
Financial Consultant and Advisor720.616.5706 firstname.lastname@example.org
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.
Jeff Landt, CFA, CFP®
Director of Investments and Financial Advisor612.617.6116 email@example.com
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
Chris Koppelman, CFA, CAIA
Director, Wealth Management & Planningchris.firstname.lastname@example.org
Chris Koppelman serves as the Director of Wealth Management & Planning at North Star Resource Group’s Lone Star Division.
Michael Paulus, CFP®, CLU®, ChFC®
Financial Advisor612.617.6044 email@example.com
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.
Financial Advisor507.696.6314 firstname.lastname@example.org
Regardless of where you are on your financial journey, Joe and the North Star team are here to support you and your values.
Gaylen J. Harms, CFP®, CLU, ChFC, CLTC, CPFA
Founding Partner of Fortune Financial952.908.2520 email@example.com
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.
Financial Advisor434.941.7990 firstname.lastname@example.org
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.
Jim Ries, CRPC®, AIF®
Associate Partner, Financial Advisor612.617.6094 email@example.com
Jim helps medical professionals, business owners, and executives reach financial success on their terms, built on their values and goals.
Todd Bramson, CFP®, CLU, ChFC
Senior Partner608.888.9709 firstname.lastname@example.org
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.
Jeff Turton, WMCP®
Senior Financial Advisor, Associate Partnerjeff.email@example.com
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.
Jane M. LaLonde, CFP®
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.
Brett Vander Bloemen
Partner, Financial Representative612.617.6187 firstname.lastname@example.org
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.
Zach Landt, RICP
Financial Advisor734.780.6206 email@example.com
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.
Grace B. Torres Kilpatrick
Financial Advisor, CEPA®858.688.3047 firstname.lastname@example.org
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.
Financial Advisor714.336.3718 email@example.com
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.
Eleazar Lopez Jr.
Financial Advisor414.260.5548 firstname.lastname@example.org
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.
David Saltzman, CFP®, CLU, ChFC
David Saltzman512.610.1807 email@example.com
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.
Financial Advisor952.908.2511 firstname.lastname@example.org
Regardless of where you are on your financial journey, David and his team are here to support you and your values.
Financial Advisor760.508.7865 email@example.com
As a financial advisor, Ryan strives to be an advocate for his clients by implementing transparent and educational strategies. He is passionate about working with individuals who are driven, determined, and curious—those who want to know the ‘why’ and the ‘how’ behind their finances.