North Star Resource Group – Madison

2945 Triverton Pike Drive, Suite 200
Madison, WI 53711

608.271.9100

2945 Triverton Pike Drive, Suite 200
Madison, WI 53711

608.271.9100

Your complete financial strategy in one place

No one financial strategy is universal. We offer comprehensive services so you can select the products and services that matter most to you and your family.

Advisor Teams

Bramson Team

Todd Bramson, CFP®, CLU, ChFC

Senior Partner

608.888.9709
Fitchburg, WI

Todd has been a Financial Advisor with North Star Resource Group since 1987. While his office is in Madison, he maintains a national practice with clients in 45 states.

Advisor Profile

Jon Ylinen

Senior Partner - Financial Advisor & Wealth Manager

608.888.9794
Fitchburg, WI Minneapolis, MN Chicago, IL

Jon works with several hundred physicians starting as early as their final year of medical school, through residency and fellowship, in practice, and through retirement.

Advisor Profile

Wesley Sharp

Financial Advisor and Wealth Manager

612.617.6067
Minneapolis, MN Fitchburg, WI

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

Advisor Profile

Helen Bost, CFP®

Financial Advisor

804.357.1742
Minneapolis, MN

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

Advisor Profile

Evenson-Bellin Team

Josh Evenson, CFP®, ChFC®, CASL®

Senior Partner

608.888.9742
Fitchburg, WI

Josh strongly believes that developing a financial strategy is a continual process, not an event. He works with clients to create an initial strategy and then meets with them regularly to review their current priorities and track progress.

Advisor Profile

Matt Bellin, CRPC®

Financial Advisor

608.888.9764
Fitchburg, WI

Matt takes a comprehensive approach when working with clients. No matter what stage they are in life he helps them identify their goals and create a strategy.

Advisor Profile

Haunty Team

Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®

Senior Partner and Team Leader

608.888.9740
Fitchburg, WI

As a Senior Partner in the Madison, Wisconsin office of North Star Resource Group, Tom Haunty’s practice is focused on fee-based financial planning, business benefit planning, and financial services for attorneys.

Advisor Profile

Kayla Nikula

Financial Advisor

608.888.9737
Fitchburg, WI

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

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

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

Advisor Profile

Stacey F. Washa

Financial Advisor and Practice Manager

608.888.9753
Fitchburg, WI

Stacey has been providing exemplary service to The Haunty Team clients since 2008. She takes pride in answering client questions and educating them on investment, insurance, and savings strategies to help them more efficiently reach their accumulation goals.

Advisor Profile

Max J. Dowdy

Financial Advisor

608.888.9807
Fitchburg, WI

Max’s main goal is to have a positive effect on his community in the Twin Cities and in his home state of Michigan. He does this one individual and family at a time, helping people take control of their financial life, plan for their future, and pursue economic freedom and security.

Advisor Profile

Hensen Team

Brian Hensen, CFP®, ChFC®

Senior Partner

608.888.9778
Fitchburg, WI

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

Advisor Profile

Matthew Suarez

Financial Advisor

608.271.9100
Fitchburg, WI

Matthew Suarez helps young families and physicians in residency or just starting their practice to navigate the many financial decisions of their 20s and 30s.

Advisor Profile

Streeper-Witzel Team

Fitchburg, WI

Austin helps clients efficiently utilize available resources to build, maintain, preserve, and distribute their wealth. He combines the analytical side of planning and investing with the social aspect of creating enjoyable relationships.

Advisor Profile
Fitchburg, WI

Liz has been serving clients at North Star – Madison since 2004, providing dependable support for individuals and business owners on their path toward financial security.

Advisor Profile

Recruiting and development

Nick Gonzales
Nick Gonzales

National Senior Recruiter

Eliot Searls
Eliot Searls

Senior Director Experienced Advisor Recruiting

Chelsie Brakke
Chelsie Brakke

Senior Professional Development Growth Officer

Tony Ross
Tony Ross

Professional Development Growth Officer

Lauren Tompkins, CFP®
Lauren Tompkins, CFP®

Professional Development Growth Officer

Get in touch with us