Medical Division team

Medical and dental professionals face a host of complex financial needs and challenges. To meet these unique needs, North Star’s Medical Division was formed in 2001 to bring together financial advisors experienced in devoting their time to individuals in these professions.

Comprised of North Star financial advisors across the country, Medical Division members are experienced in working with physicians, medical professionals and dental professionals at every stage of their esteemed careers. The Division provides a “study group” environment where members can share best practices, latest trends and ideas on how to better serve clients. Division members are able to benefit and further develop their practices by sharing knowledge and resources with each other.

View Division members below and locations here:

Division members