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.
Jeff’s practice offers customized in-depth financial planning**. He particularly enjoys the fee-based financial planning relationships he’s established as it revolves purely around helping clients reach their goals, while acting in a fiduciary capacity and de-emphasizing specific companies and products. Jeff’s independent practice has grown to the point where he works primarily on a referral basis.
As a former speaker for various teaching hospitals and medical groups throughout the country, Jeff has built a reputation as an expert in establishing financial strategies suitable for medical professionals. Jeff has spoken to physicians at the University of North Carolina, Duke University, Wake Forest University, Charlotte Medical Center, Emory University, University of Virginia, Virginia Commonwealth University, Texas Tech University, University of New Mexico, Colorado University, and Midwestern University.
Jeff’s areas of expertise include:
- Tax Minimization Strategies*
- Basic Asset Protection Strategies*
- Wealth Accumulation and Retirement Strategies
- Life Insurance
- Own Occupation Disability Insurance
- College Funding Options for Children (529 plans and other investment vehicles)
Jeff joined North Star Resource Group in 2006 after earning a double major in Finance and Economics from Texas Tech University. In his spare time, he is an avid skydiver with over 1,000 jumps. His team, TSC Cadence earned a gold medal in four-way team skydiving at the USA Nationals in 2018. Jeff also enjoys watching Texas Tech Sports, traveling and anything that involves competition. He is also involved in many professional organizations, study groups, charities, and other community activities.
- Past President, North Star Medical Division
- FINRA Series 6, 7, 63, 65 Registered
- Life and Health Licensed/Variable Life and Annuity Licensed
- B.B.A degree, Finance and Economics - Texas Tech University, Lubbock, TX
- Qualifying member, Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals
- Member, National Association of Insurance and Financial Advisors (NAIFA)
**Financial Planning is a fee-based service. Separate from the financial plan and an advisors' role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them.
Jeff is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2301213/DOFU 11-2018
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
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.
Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | email@example.com
Vice President, Life Insurance and Long-Term Care
612.617.6109 | firstname.lastname@example.org
Vice President and Director of Investments
612.617.6116 | email@example.com
Vice President, Financial Planning Resource Center
612.617.6137 | firstname.lastname@example.org
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