Physicians, dentists, and nurses
Experience financial services designed for you
Meet the Division Members
Zachary A. MacDougall, CFP®, ChFC®
“I couldn’t be prouder to assist in leading this division during this unique time in history. These healthcare heroes deserve a world-class client experience and sound financial guidance.”
Darby Affeldt, DVM, RICP®
Financial Advisor, Associate Partner206.321.6566 firstname.lastname@example.org
Darby supports veterinarians and entrepreneurs throughout the U.S. by organizing, streamlining, and guiding them to reach their financial goals.
Erik Andrews, CFP®
Associate Partner, Senior Financial Consultant612.617.6048 Erik.Andrews@northstarfinancial.com
Erik is a CERTIFIED FINANCIAL PLANNER™ practitioner who graduated from Indiana University in 2002 and joined North Star Resource Group in 2003 as a financial consultant.
Financial Advisor919.908.2461 email@example.com
Landon Baucom works to provide his clients with an experience that will leave them with a sense of financial security knowing they have someone looking out for their expressed interests.
Associate Partner512.610.1808 firstname.lastname@example.org
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.
Justin Berry, CFP®, CSLP®, RICP®
Financial Planner, Partner503.423.2736 email@example.com
Justin is an independent financial planner who believes in building relationships with his clients based on financial education and blunt honesty. His goal with everyone he meets is to reduce their financial stress and help them avoid costly mistakes.
Annie Book, CLTC, ChFC
Financial Advisor503.349.5771 firstname.lastname@example.org
Annie is a teacher at heart. Her passion is to empower people by equipping them with the knowledge to make well-informed decisions, take control of their life and enjoy the journey along the way.
Todd Bramson, CFP®, CLU, ChFC
Senior Partner608.888.9709 email@example.com
Todd has been a Financial Advisor with North Star Resource Group since 1987. While his office is in Madison, he maintains a national practice with clients in 45 states.
Amanda R. Diliberti, CSLP®
Financial Advisor919.908.2473 firstname.lastname@example.org
Amanda believes there is a unique way of practice by not being tied down to a specific line of products while having the ability to tailor recommendations based on an individual’s distinct needs. Amanda works primarily with attorneys, medical professionals, business owners, executives and young professionals.
Financial Advisor714.336.3718 email@example.com
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.
Financial Consultant469.608.9222 firstname.lastname@example.org
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.
Kyle Flynn, CSLP®
Financial Consultant440.539.1461 email@example.com
Based in Baltimore and Washington, D.C., Kyle works with physicians and their families to accomplish their financial goals.
Michael G. Foley, CFP®, CSLP®
Comprehensive Financial Advisor480.993.9491 firstname.lastname@example.org
Michael and his team run an independent comprehensive financial advising practice based out of Scottsdale with a national scope. He works with professionals to establish harmony in their lives through tailoring comprehensive financial plans, while also providing a variety of investment and insurance services.
Andrew Gifford, CFP®
Founder and Partner at Gifford Financial612.617.6174 Andrew@giffordfinancial.com
Andrew specializes in working with medical and dental professionals to help them effectively and efficiently reach their financial goals. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and former attorney.
Marshall W. Gifford, CLU, ChFC
Founder and Partner at Gifford Financial612.617.6119 Marshall@giffordfinancial.com
Marshall Gifford is a founder of Gifford Financial and a senior partner at North Star Resource Group, where he helped create the North Star Medical Division. He specializes in consulting with physicians and dentists in regard to their personal and business financial goals and concerns.
Brian Hensen, CFP®, ChFC®
Senior Partner608.888.9778 email@example.com
Brian works out of the Madison office and specializes in working with physicians and other medical professionals.
James Jaderborg, CLU®, ChFC®
Financial Advisor443.475.0718 firstname.lastname@example.org
James Jaderborg specializes in working with business owners, physicians, and medical professionals to help them overcome financial challenges unique to their careers.
Michael Jost, CLU®
Financial Advisor314.295.7209 email@example.com
Michael has a specialty practice working exclusively with physicians and their families. Michael understands the financial challenges that are unique to their chosen career and helps provide strategies to overcome them while striving towards financial independence.
Financial Advisor612.617.6050 firstname.lastname@example.org
As a financial advisor, Kyle’s mission is to help you identify what matters most to you and create a strategy of small, significant steps to get there.
Financial Advisor734.780.6206 email@example.com
Tyler combines his passion for relationship building and his skills in finance and investing to help his clients achieve their financial goals.
Financial Advisor434.941.7990 firstname.lastname@example.org
Tanner works with medical professionals, business owners, and other individuals who are looking to create logical financial strategies. He focuses on guiding each of his clients towards their financial goals, defining their financial objectives and providing tools that help his clients grow.
Damon Lichtenberger, CLTC
Senior Partner919.908.2457 email@example.com
Damon focuses on helping physicians, dentists, attorneys, business owners, and executives reach financial independence.
Shaun McDuffee, AEP, CLU, ChFC®, CEPA
Senior Vice President, Founder and President of Twin Oaks Advisors512.610.4050 firstname.lastname@example.org
Shaun has specialized in assisting physicians and their families since 1990, and his guidance has been critical in helping thousands of physicians overcome the financial challenges unique to their career.
Dan McGivern, CLU, RHU, CLTC
Senior Partner319.466.7443 email@example.com
Dan joined North Star Resource Group in April 1986 after working 10 years for another Midwestern life insurance company. Dan is a Chartered Life Underwriter (CLU), Registered Health Underwriter (RHU), and Certified in Long-Term Care (CLTC).
Mark Miller, CFP®, CLU®, ChFC®
Financial Planner, Associate Partner612.617.6157 firstname.lastname@example.org
Mark Miller is a financial planner who has spent the entirety of his career with North Star Resource Group since graduating from Baylor University. Mark specializes in working with physicians, dentists, and business owners across the country.
Craig Molldrem, CLTC, RICP, AIF®, CAP, CLU®, ChFC®, CFP®
Senior Partner, Financial Advisor612.617.6011 email@example.com
Craig works primarily with physicians, providing career-specific advice to help overcome unique financial challenges, and also retirees, offering his clients full-service retirement management and a greater understanding of their own goals and needs.
William H. Montag, CFP®
Financial Consultant and Senior Partner319.351.4307 ext. 43 firstname.lastname@example.org
Bill’s practice specializes in building long term relationships with physicians, dentists, and business owners based on trust, integrity, and loyalty as they transition through school to residency, fellowship, and finally into practice.
Financial Advisor612.617.6041 Michelle@giffordfinancial.com
Michelle specializes in consulting with physicians and dentists in regards to their personal and business financial goals and concerns. While the team at Gifford Financial focuses on advising those working in healthcare, the core process and principles apply to anyone committed to improving their financial situation.
Kelly Hugghins Neely, CFP®
Financial Advisor512.610.1811 email@example.com
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.
Brad North, CFP®
Financial Advisor612.617.6000 firstname.lastname@example.org
Brad began his career at North Star and Securian in 1998 and has dedicated his career to assisting individuals, families, and businesses with financial planning advice and private wealth management.
Financial Advisor503.423.2761 email@example.com
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.
Jim Ries, CRPC®, AIF®
Associate Partner, Financial Advisor612.617.6094 firstname.lastname@example.org
Jim helps medical professionals, business owners, and executives reach financial success on their terms, built on their values and goals.
Financial Advisor512.610.4066 email@example.com
With a focus on risk management as the foundation for a financial strategy, Jacob specializes in helping his clients to identify the life and disability insurance options that best fit the needs of them and their families.
Glenn Ryan, CSLP®
Financial Advisor314.608.9009 firstname.lastname@example.org
Based in St. Louis, Glenn provides comprehensive financial services to physicians and medical professionals at various stages in their careers and financial situations. Glenn strives to make his clients’ finances work in the most appropriate and efficient way for their specific situation.
Jack Ryan, RICP®
Financial Advisor314.420.1547 email@example.com
Jack provides comprehensive financial services to physicians, residents and fellows and young families and professionals. During these busy seasons of life, Jack makes it his priority as an advisor to be there for his clients so finances don’t add to this stress.
David Saltzman, CFP®, CLU, ChFC
David Saltzman512.610.1807 firstname.lastname@example.org
David’s goal is to help guide clients through the levels of financial planning so they may accomplish what is most important to them while establishing a financial plan as early on in their careers as possible.
Anthony J. Schau, CFP®
Financial Planner & Regional Vice President319.800.6287 email@example.com
Established in 1992, Anthony is an industry expert with a practice specializing in the development of financial strategies for medical and business professionals and their families.
Eric T. Seybert, ChFC®, CLU®
Senior Partner612.617.6107 firstname.lastname@example.org
Eric works primarily with physicians and based on his extensive experience, he’s established himself as a financial expert.
Financial Advisor and Wealth Manager612.617.6067 email@example.com
Wesley Sharp is a member of the North Star Medical Division and helps physicians manage their finances from residency through retirement.
Erik Siverson, CFP®
Partner and Senior Financial Advisor612.617.6012 firstname.lastname@example.org
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.
Jenna C. Siverson, CFP®
Financial Advisor612.617.6095 email@example.com
Jenna works with physicians, dentists, and other medical professionals to help them overcome the financial challenges that are unique to their chosen careers.
Joey Snyder, WMCP®
Financial Advisor804.404.2045 firstname.lastname@example.org
Joey has dedicated his career to developing long term client relationships by taking a personal holistic approach to financial advising.
McKenna Stephens, CFP®, CLTC
Financial Advisor480.712.7285 email@example.com
McKenna Stephens is a financial advisor and has been working with North Star since 2004. Her clients extend across the United States, although she is based in the Scottsdale area.
Financial Advisor512.610.4058 firstname.lastname@example.org
Marcus prides himself on helping give clients confidence when it comes to their finances and being a competent friend on their side to navigate the world of finance so that they are free to do what their hearts desire.
Luke Strode, CFP®
Associate Partner and Wealth Advisor480.712.6780 email@example.com
Helping the high achievers focus for their finances in order to create, grow, and preserve true wealth.
Financial Advisor608.271.9100 firstname.lastname@example.org
Matthew Suarez helps young families and physicians in residency or just starting their practice to navigate the many financial decisions of their 20s and 30s.
John Tidwell, CSLP®
Financial Advisor214.280.9680 email@example.com
John works with driven young professionals starting out in the medical and dental fields and related industries.
Jeff Turton, WMCP®
Senior Financial Advisor, Associate Partnerjeff.firstname.lastname@example.org
Jeff is the Past President of North Star’s Medical Division; a team of 50+ advisors dedicated to helping physicians efficiently pursue financial independence. Solid client relationships and technology have allowed Jeff to currently serve clients in over 25 states.
Laura Vaughn, CFP®
Senior Partner281.467.4323 email@example.com
Laura began working as a financial advisor in 2010, and in less than 10 years, she established an award-winning practice dedicated to helping clients achieve their goals.
John Williams, CFP®, CFS
Financial Advisor612.617.6096 firstname.lastname@example.org
As a financial advisor and member of North Star’s Medical Division, John Williams specializes in working with physicians, starting as early as Residency/Fellowship.
Daniel Willie, CFP®
Senior Partner214.642.9118 email@example.com
Dan delivers client-centered financial guidance, instruments, and follow-up that are consistent with quality recommendations aimed at effectively meeting client needs.
Financial Advisor630.379.8785 firstname.lastname@example.org
Specializing in working with physicians and dentists, Josh’s goal is to develop trust early on with his clients to lay the groundwork for a lifelong relationship.
Senior Partner - Financial Advisor & Wealth Manager608.888.9794 email@example.com
Jon works with several hundred physicians starting as early as their final year of medical school, through residency and fellowship, in practice, and through retirement.