Assisting Physicians with their financial goals and needs since 1996
Eric is a Senior Partner with North Star and has been with the company for 23 years. He is one of the original founders of the North Star Medical Division; is the co-author of The Physician's Guide to Financial Independence and has been a contributor for various medical magazines and organizations, including Medical Economics. He works primarily with physicians and dentists and based on his extensive experience, he's established himself as a financial expert.
Eric works with approximately 600 physicians throughout the United States. He commutes to Salt Lake City, Minneapolis, and Dallas, and continues to speak at multiple teaching hospitals and clinics nationally.
He is an experienced speaker who has presented at the following institutions:
- University of Minnesota
- The Mayo Clinic
- University of Utah
- Hennepin County Medical Center
- Regions/Ramsey Hospital
- Allina Medical/Hospitals
- University of Texas Southwestern
- University of Colorado
- Baylor University
Eric typically focuses on the following topics when meeting with doctors:
- Investment strategies/Wealth Management
- Debt management (loan consolidation, deferment options)
- Retirement strategies
- Insurance strategies (own occupation Disability and Life)
- Tax-efficient financial strategies with moonlighting income*
In addition, Eric and his team often conduct popular focus dinners for physicians that emphasize, but are not limited to the following topics:
- Fundamentals of Risk Management & Asset Protection*
- How to Maximize Company Benefits for Owners and Employees*
- Tax Minimization Strategies*
- Retirement Strategies as a High Net Worth Individual
Eric is a 1994 Honors graduate of Montana State University, has been recognized for several awards and accomplishments throughout his career and was the New Associate of the Year for the entire Securian field force in 1996.
Lastly and most importantly, Eric has been happily married for 23+ years with 2 children and feels truly blessed to be in this profession assisting his physician client base.
Eric is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1768160 / DOFU 04-2017
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
MinneapolisNorth Star Professional Center
2701 University Avenue SE
Minneapolis, MN 55414
Billings6232 Canyonwoods Drive
Billings, MT 59106