Find a financial advisor

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.

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.

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.

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.

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.

Raphael’s financial practice helps athletes, business owners, and their families achieve their financial goals. He combines effective communication strategies with his goal of forming life-long partnerships with his clients to offer a broad range of financial planning solutions.

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.

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.

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.

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.

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.

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.

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.

As a lifelong learner, Evan leverages his passion for helping others and his own experience with his finances to help medical professionals and business owners reach their full financial potential. He emphasizes trust and transparency with every interaction as he helps others avoid common financial mistakes and create a unified financial strategy.

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

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

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.

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.

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.

Neil provides customized and comprehensive financial plans for couples and individuals of all ages. A self-proclaimed soft-spoken introvert, he prioritizes active listening and empathy as he seeks to genuinely understand his clients before engaging in a discussion or recommendations.

As a financial professional, I’ve developed a strong conviction to support small business owners in succeeding and supporting their employees.

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

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.

Julie Teplis has been working with individuals and businesses in the area since 1976, with a focus on employee benefits.

Nicole is a financial advisor with North Star Resource Group’s David Johnson and Scott Augustine team. Working alongside Scott Augustine, CFP®, she helps individuals and families make smart choices with their money so they can accomplish their goals for the reasons most important to them.

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.

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.

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.

Clark joined North Star in the fall of 2024, bringing with him a passion for helping people achieve not just financial stability but their long-term dreams. Before making the switch to financial planning, he interned at a consulting firm where he worked closely with corporate clients. However, Clark soon realized he wanted a more personal touch in his career—one that allowed him to build meaningful relationships and make a direct impact on people’s lives.

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.

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.

Using a behavioral analysis approach to financial planning, Ramsha helps business owners and members of the South Asian communities pursue their financial goals and priorities. She uses her empathetic and trustworthy nature to get down to the same level as those she works with, and uncover their biggest and best financial dreams yet.

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.

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

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.

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.

In over 20 years in financial services, Robert has played many roles, assisting clients with investments, trades, and retirement strategies. Now, as a member of the professional development department, Robert brings his firsthand experience and focus on client relations to training interns and new advisors.

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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

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

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.

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

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.

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.

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.

Neru became a financial advisor to help clients fund a meaningful life of contentment and pursue their biggest financial passions. He works with individuals and families who are nearing retirement or actively enjoying retirement to maximize the potential of their money while acting as a trusted financial resource during the crucial transition that is retirement.

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.

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.

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

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

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

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.

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.

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.

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

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

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.

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.

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

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.

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.

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.

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.

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.

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.

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

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

Kaitlyn uses her desire to form trustworthy, honest relationships with clients to help them pursue their financial priorities. She enjoys working with veterinarians, pharmacy and biotechnology professionals, and members of the Native American community who seek someone who can inspire confident and informative financial decision-making within them.

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.

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.

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.

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.

Zach’s financial practice helps young professionals in the medical field as they pursue their financial goals and desires. Using his goal of establishing trust early on in the process, his honest, upfront approach, and his prior exposure to medical field professionals, he offers a wide range of financial services for each of his clients.

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

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.

Linden Henry is a financial advisor based in the Austin office, with his practice focused on helping attorneys reach financial independence nationwide.

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.

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

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

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.

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

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.

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

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

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.

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.

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.

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.

Emily Malecha is the founding partner of Confidere Financial, a financial planning practice that stands out for being female-owned. Through her work, she is dedicated to helping clients build a life of possibility by offering comprehensive and holistic wealth management services. Emily’s approach focuses not only on managing finances but also on understanding her clients’ broader life goals, ensuring they can achieve financial freedom and security tailored to their unique needs.

Julio is a financial advisor at North Star Resource Group’s San Diego office. North Star and its more than 200 financial advisors* proudly help individuals, families, and businesses pursue financial security and achieve their goals.

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.

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.

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.

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

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.

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.

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.

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

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.

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.

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

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

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

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.

Sal employs an unshakeable passion for helping others to provide a high level of service to each client he works with. He enjoys helping young families and newly married couples sort out their financial affairs and pursue their goals, and he believes that making careful choices during crucial life transitions is paramount to one’s future financial success.

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.

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.

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

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

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

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

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

As a 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.

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.

Leveraging his prior experience at North Star and his genuine, dependable nature, Gabe helps physicians and other medical professionals achieve their financial priorities. He uses the full resources of the North Star specialist team and the Twin Oak Advisors team to empower his clients to reach for their biggest financial dreams yet.

Clients depend on Mackenzie’s financial planning expertise, strong work ethic, and practical approach, but they also love her enthusiasm. She strives to make financial planning as fun, educational, and painless as possible while giving her clients the benchmarks and insight they need to understand their own financial health.

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.

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.

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.

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.

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.

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

Morey 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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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

Brooks works with young professionals in the business and medical fields as they pursue their financial objectives. Using his desire to help his clients understand their financial situation and backed by the full resources of the North Star specialist team, he creates financial strategies designed to get them where they want to be when they want to be.

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.

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.

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.

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

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

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.

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.

Max creates and manages custom financial plans that maximize the potential of each of his client’s financial situations. He enjoys working with individuals who want to learn more about their finances and specializes with those in the medical and dental fields. Max serves as a financial coach to help align his clients’ goals with their money while using proven strategies to improve their financial picture.

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.

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.

Payton is a financial advisor at North Star’s Austin office. He chose this path because he recognized the profound impact he could have on people’s lives through tailored financial guidance. With a passion for helping others, Payton believes that many individuals are not aware of the areas where they need support and that through simple, effective strategies, they can transform their financial future.

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

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

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

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.

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

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.

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

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.

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

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

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.

Blake’s financial practice works with small business owners and their families as they pursue their financial priorities. By leveraging his desire to develop generational financial planning relationships and his ability to make complex financial topics approachable, he assists clients with a wide range of financial services.

Thomas is a financial advisor at North Star Resource Group’s Minneapolis office. North Star and its more than 200 financial advisors* proudly help individuals, families, and businesses pursue financial security and achieve their goals.

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.

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.

Ayush is a financial advisor at North Star Resource Group’s Austin office. North Star and its more than 200 financial advisors* proudly help individuals, families, and businesses pursue financial security and achieve their goals.

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

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.

Lucas combines a transparent, upfront demeanor with a hands-on approach to help guide his clients toward their financial goals. He enjoys working with ambitious and passionate individuals and families who are simply seeking guidance in their financial lives, and who are looking for someone who can lead them down the right path.

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

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’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.

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.

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

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

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

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.

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.

Noah is a financial advisor at North Star Resource Group’s Durham office. North Star and its more than 200 financial advisors* proudly help individuals, families, and businesses pursue financial security and achieve their goals.

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

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

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.

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

Driven by a passion for helping others set themselves up for success and stability, Julia works with medical professionals, entrepreneurs, and young professionals as they pursue their financial goals. She uses her prior experience in the financial services industry as well as her honest, straightforward demeanor to help clients build effective financial strategies.

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.

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.

Kameron 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.

Shlomo uses his unique background as an Army veteran along with his desire to positively impact the lives of others to help clients build wealth management strategies tailored to them.