Legal professionals

Experience financial services designed for you

Specializing in service for legal professionals since 2011

Lawyers are great advocates for their clients, but often their own financial goals get pushed to the side amid the challenges and demands of the career.

The North Star Law Division was developed with you and your specific needs in mind.

This group of financial professionals works throughout the United States, providing dedicated financial services to legal professionals in any specialty.

Match with a financial professional who will help you build wealth and prepare for the future while accommodating your busy career.

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Comprehensive guidance for your needs

Achieving financial independence requires discipline and intention—two skills attorneys are familiar with. The representatives in our Law Division will work with you to make your money work as hard as you do.

Advice-based planning

Your life is complex, and we don’t want to miss anything in your personal or business financial strategy. We offer comprehensive financial services and work to find strategies, products, and investments that are suitable for you, your business, or your family.

In a fee-based financial plan, North Star financial professionals work as fiduciaries, and we put our client’s best interests ahead of our own.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Retirement planning

We can help you coordinate all your retirement options, managing risk, time invested, and tax implications to set up the appropriate accounts for your unique personal and professional situation.

We can consider how long you will be able to work at the same rigorous rate you did early in your practice and manage contributions, asset allocation, and profit-sharing to set you up for a target retirement date and create a spending strategy for your lifestyle.

A financial professional can also coordinate other specialists to help with your succession planning and ensure your clients can be successfully transitioned.

Asset allocation and investment planning

Whether you’re a solo practitioner or in-house counselor, forethought in investments and asset allocation can help maintain a secure lifestyle in the short- and long-term, even if your income isn’t always consistent.

We can help you to maintain a reserve of more conservative, liquid investments for short-term asset management, while also managing risk and opportunities in diversified long-term investment funds.

Neither asset allocation nor diversification guarantee against loss. They are methods used to manage risk.

Estate planning

You have worked hard to provide a legacy, and you want to be able to pass along your assets without tax complications.

We can help determine your estate planning goals, develop recommendations for reaching your objectives, and take care of tasks such as changing life insurance ownership and updating account beneficiaries.

Risk management

Legal professionals often require special concentration on risk management. Whether you are an in-house lawyer, part of a partnership, or managing an individual practice, protecting yourself with supplemental malpractice and professional liability insurance can be imperative.

Along with insurance policies designed for your occupation, through our affiliation with North Star, our insurance consultants can also help you protect your income, assets, and family through life, disability, and property and casualty policies.

The North Star difference

When you work with an associate in the North Star Law Division, you benefit from their individual experience, but you also access the collective knowledge of the Division’s dozens of financial professionals specializing in work with legal professionals and the many specialists and resources present at North Star.

Meet the Division Members

Davin Bell

Associate Partner

512.610.1808
Austin, TX

Davin, licensed in insurances and securities registered, will guide you through a coordinated strategy illuminating choices along the way. His goal is for you to walk away with not just an answer, but a new perspective on what it means to be financially healthy. He believes financial health means you have retained control of your choices.

Advisor Profile

Tanner Fedell

Financial Consultant

469.608.9222
Dallas, TX Austin, TX

Tanner Fedell offers Financial Life Planning for families throughout the U.S. His strategy is based on the premise that financial advisors should first discover a client’s most essential goals in life before formulating a financial strategy, so a client’s finances fully support those goals.

Advisor Profile

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

Nathan Hoffman, CFP®, CLU, ChFC

Certified Financial Planner™, Senior Partner

512.328.5131 ext. 114
Austin, TX

As a CFP® professional, Nathan believes in comprehensive, holistic fee-based financial planning. Every client’s unique goals require a custom, independent financial plan.

Advisor Profile

Kelly Hugghins Neely, CFP®

Financial Advisor

512.610.1811
Austin, TX

Kelly has built a practice working primarily with medical professionals and is passionate about conveying the importance of financial education and accountability to her clients.

Advisor Profile

Jane M. LaLonde, CFP®

Partner

612.617.6170
Minneapolis, MN

Jane’s vision for her practice is to provide her clients with a trustworthy and knowledgeable resource, an exceptional client experience, and a sound long-term strategy to reach their financial goals through all-encompassing financial plans.

Advisor Profile

Kayla Nikula

Financial Advisor

608.888.9737
Fitchburg, WI

Kayla Nikula is a financial professional based in North Star’s Madison, Wis. office. Their team focuses on comprehensive financial planning with specific strategies to address complex financial circumstances, attending to both personal and business issues.

Advisor Profile

Brendan Pheasant, CFP®, AIF®, ChFC, CPFA

Financial Planner

512.610.1831
Austin, TX

Brendan is a financial consultant providing small business owners, self-employed individuals, and life coaches the financial tools needed to identify and execute their financial goals.

Advisor Profile

Devon Pilney

Financial Advisor

503.423.2761
Minneapolis, MN

As a financial advisor, Devon believes in building long-term relationships with individuals who are genuinely motivated to learn more about and improve their financial life.

Advisor Profile

Kristin Printon, AIF®, WMCP®

Senior Partner & Wealth Advisor

612.617.6024
Minneapolis, MN Saint Paul, MN
With a mission to inspire, educate, and motivate others to use their finances as a tool to design their best life, Kristin makes the overwhelming, jargon-filled financial world simpler and as stress-free as possible.

 

Advisor Profile

Erik Siverson, CFP®

Partner and Senior Financial Advisor

612.617.6012
Minneapolis, MN Decatur, GA

Erik is a member of North Star’s Medical Division, a team dedicated to helping physicians and dentists efficiently pursue financial independence. He has developed a national financial services practice, primarily working with clients in Minneapolis, Atlanta, Chicago and the Pacific Northwest.

Advisor Profile

Keith Van Dell

Founding Partner | Wealth Advisor

651.291.3628
Woodbury, MN

Having over 30 years of experience in the financial services industry, Keith engages with clients who have the desire and passion to fully succeed financially.

Advisor Profile

Related resources

Worksheets and checklists
Financial goals and objectives
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Brochures
Wisdom versus information: There is a difference
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