About us
Stewarding your financial future
As an independent financial planning group, we are not tied to any specific products or providers, allowing us to offer objective advice tailored solely to our client’s best interests. This commitment ensures that our recommendations are always aligned with your unique financial goals and truly help you steward your financial health and growth for the future.
Meet our team
Working together, we help ensure your strategy adequately covers all aspects of your financial situation and accounts for multiple perspectives.
P.Q. Le, ChFC®, CLU®, AIF®
Managing Director & Financial Planner
470.870.1201 pq.le@northstarfinancial.comP.Q. entered the financial services industry in January 1985. Working with some leading global financial conglomerates, he has acquired multinational and multicultural market experience in banking products and services, business planning strategies, financial and estate planning strategies, investment advisory, and wealth management.
Shlomo uses his unique background as an Army veteran along with his desire to positively impact the lives of others to help clients build wealth management strategies tailored to them.
Ha provides attention to detail, client focus, and great empathy to her clients throughout the financial planning process.
Michelle helps members of the Israeli and Jewish communities as they identify and work toward their financial goals. She uses her nearly 20 years of experience as a financial advisor in Israel and her connections to Israeli financial institutions to offer specialized financial planning solutions to members of this group.
Billy is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.
Using a behavioral analysis approach to financial planning, Ramsha helps business owners and members of the South Asian communities pursue their financial goals and priorities. She uses her empathetic and trustworthy nature to get down to the same level as those she works with, and uncover their biggest and best financial dreams yet.
Carol is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.
Neru became a financial advisor to help clients fund a meaningful life of contentment and pursue their biggest financial passions. He works with individuals and families who are nearing retirement or actively enjoying retirement to maximize the potential of their money while acting as a trusted financial resource during the crucial transition that is retirement.
Clark joined North Star in the fall of 2024, bringing with him a passion for helping people achieve not just financial stability but their long-term dreams. Before making the switch to financial planning, he interned at a consulting firm where he worked closely with corporate clients. However, Clark soon realized he wanted a more personal touch in his career—one that allowed him to build meaningful relationships and make a direct impact on people’s lives.
As an independent advisor, Eleanor is not tied to one specific line of products and can instead make recommendations based on your specific needs and goals for your future.
Julie Teplis, CLU®, RHU®
Professional Insurance Agent
770.977.2575 julie.teplis@northstarfinancial.comJulie Teplis has been working with individuals and businesses in the area since 1976, with a focus on employee benefits.
Julien uses the qualities imparted to him through his military experience and his natural desire to form transparent, trustworthy relationships to help others build sustainable financial strategies. He enjoys working with business owners, veterans, and first-generation wealth builders as they navigate their personal financial journeys.
Through our relationship with North Star Resource Group, we offer access to additional services and specialist teams.
Carrie Hancock, ChFC®, CLU®
Vice President, Financial Planning Resource Center
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
Chase Brakke, DIA, DIF, CEPA®
Vice President of Business Owner Solutions
Proud members of North Star Resource Group
North Star Providential Legacy Group is proud to be a part of North Star Resource Group, an independent financial services firm helping clients start and stay on the path to financial security.
This name is derived from the unique organizational structure of resources in our firm. Our financial professionals have immediate access to numerous subject-matter specialists, creating an extensive network of information and support for every client.
Strategic partners supporting our team
Client-centric financial planning
At Providential Legacy Group our primary focus is understanding each client’s current financial situation, aspirations, and long-term objectives. By creating a comprehensive financial plan with passion, the team delves deep into where the client stands, where they want to go, and where they potentially could be. This approach extends beyond mere financial goals to encompass the client’s dreams and aspirations, ensuring that the plan is not just about numbers but about fulfilling their life’s desires.
Unbiased support and services
We differentiate ourselves by offering non-proprietary support and services. By representing a wide array of financial products and providers, the team ensures that clients receive recommendations that are solely based on their best interests. This commitment to objectivity fosters trust and confidence in the advisory process, allowing clients to make informed decisions that align with their unique financial needs and goals.
Legacy planning with a generational focus
We adopt a holistic approach to financial planning that extends beyond the individual to encompass generational planning. Recognizing the importance of legacy planning, we emphasize creating a lasting legacy that transcends generations. By providing comprehensive financial planning services combined with legacy planning, we empower clients to secure their financial future and leave a lasting impact on their families and communities.
Multicultural engagement and financial education
We are committed to engaging the multi-ethnic communities of Atlanta in meaningful discussions about financial matters. Through seminars, workshops, and local leadership development, we aim to empower individuals within these communities to make informed financial decisions and achieve financial wellness.