Grace B. Torres Kilpatrick, CEPA® named to Finseca Women’s Community Board of Advisors
WASHINGTON—November 23, 2024—North Star Resource Group Regional Director and San Diego Branch Manager, Grace B. Torres Kilpatrick, CEPA®, was today announced as a new member of Finseca’s Women’s Community Board of Advisors, through a personal nomination by founding board member and Assistant Director of Twin Oak Advisors, Jenna Turton.
Finseca is an international organization focused on advocating, developing and promoting the work of financial professionals as they help clients ensure financial security.
“I am honored to join the FINSECA Women’s Advisory Board,” stated Kilpatrick. “I firmly believe that knowledge is power, and I am deeply committed to educating and empowering financial professionals. Together, we will elevate our industry and drive meaningful change for the future.”
With over a decade of experience in wealth management, Kilpatrick joined North Star’s San Diego office in December 2022. Since then, she mentored and launched the careers of several new financial advisors at the San Diego branch. Kilpatrick also helps support the efforts of North Star’s Professional Development team as they grow the next generation of financial services professionals.
In addition to mentoring, she is a senior financial advisor passionate about helping clients reach their financial aspirations. In this role, Kilpatrick uses her emotional intelligence regarding delicate life transitions and her passion for innovation in the financial industry to help her clients reach their financial aspirations.
“We are extremely proud of Grace and the great work she’s doing for the profession and the impact she’s making on the next generation,” said Ed Deutschlander, CLU®, CLF®, CEO of North Star. “Her leadership within Finseca continues the strong impact North Star leaders have had and will continue to have in this industry. We’re honored to have Grace as part of the North Star family.”
Finseca’s Women’s Community focuses on empowering women in the financial services profession by equipping them with the tools, resources and networking opportunities needed to reach their full potential. Membership is open to all women and allies in the industry, and they help support Finseca’s position as a trusted resource for financial professionals.
By attaining this position, Kilpatrick joins an elite group of North Star financial professionals who are currently involved or have previous involvement with Finseca, formerly GAMA International. North Star Executive Chairman and Founder, Phil Richards, CLU®, RHU®, is a Finseca Hall of Fame member since 2005, past president of GAMA International (2003) and the only firm leader in the world to have received the International Management Award from GAMA International every year since its inception more than 50 years ago. CEO Ed Deutschlander, CLU®, CLF® has served as the Finseca Board of Directors secretary and immediate past chair of the Finseca Foundation executive committee, and Associate Partner, Davin Bell, currently serves on the Finseca Foundation Board of Trustees.
North Star is a past recipient of several firm awards from Finseca, including the Community Impact Award and the Master Agency Award. The Community Impact Award honors financial security firms that have a tangible, measurable effect on their clients and their communities, while the Master Agency Award is given to an active Finseca member at a firm with rigorous commission and premium levels, and that has a steadfast commitment to financial security.
To learn more about Kilpatrick, visit www.northstarfinancial.com/advisors/grace-torres-kilpatrick.
About Finseca
Founded in 2020, Finseca is the home of the top financial security professionals. Achieving financial security means improving people’s lives, protecting their livelihoods, and enhancing their well-being for the future. Finseca members have access to the tools, support, and network needed to grow businesses and advocate for effective policies affecting the industry. To learn more about Finseca, visit www.finseca.org.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve, and protect their wealth. North Star has more than 192 full-time advisors and over 178 employees. In a network of 42 offices in over 20 states, they have contributed to the financial security and well-being of over 140,000 individuals and small businesses**. To learn more about North Star Resource Group, visit www.northstarfinancial.com.
**Data as of December 2023
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If you would like more information about this topic, please call Ian Rich at 612.617.6076, or email him at ian.rich@northstarfinancial.com.
2024 Community Impact Award issued by Finseca. The Community Impact Leadership Award honors financial security firms/ agencies that are having a tangible, measurable effect on their clients and their communities. That impact might be the result of a number of activities, such as lives secured, charitable efforts or DE&I initiatives that promote doing well by doing good. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
North Star Resource Group received the Master Firm Award from Finseca in 2023. The ranking is based on achieving a predetermined level of premiums and commissions as well as maintaining good compliance standing with Finseca. This ranking only includes firms that paid an application fee. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
2023 GAMA International Master Agency Award presented by GAMA/FINSECA. The Master Agency award is one of five awards comprising the Leadership Awards panel, awarded annually by Finseca to eligible firms around the nation. Finseca is an international nonprofit that collaborates with key policymakers throughout the nation to create an environment in which the financial well-being of individuals, families, and businesses is protected from foreseen and unforeseen events. The Leadership Awards honor agency leadership and individual leaders whose passion, talent and expertise make the greatest contributions to the financial security profession. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.