North Star Resource Group – San Diego
5075 Shoreham Pl
Suite 260
San Diego, CA 92122
619.350.8900
5075 Shoreham Pl
Suite 260
San Diego, CA 92122
619.350.8900
Financial advisors
Grace B. Torres Kilpatrick, CEPA®
Regional Director | Branch Manager | Senior Financial Advisor
858.688.3047 grace.kilpatrick@northstarfinancial.comGrace 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.
Adam Jacobs, CRPC®
Senior Financial Advisor | Field Leader
619.353.0023 adam.jacobs@northstarfinancial.comAs 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.
Jessica joined North Star Resource Group in 2025. She brings 23 years of experience in wealth and asset management and estate planning strategies. She delivers personal attention and a full-service experience to help you achieve your specific financial goals while committing to building detailed financial plans for each client and ensuring financial security through life’s challenges and surprises.
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.
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.
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.
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.
Recruiting and development
Grace B. Torres Kilpatrick, CEPA®
Regional Director
Eliot Searls
Senior Director Experienced Advisor Recruiting
Lauren Tompkins, CFP®
Professional Development Growth Officer
Chelsie Brakke
Senior Professional Development Growth Officer