Physicians, dentists, and nurses

Darby supports veterinarians and entrepreneurs throughout the U.S. by organizing, streamlining, and guiding them to reach their financial goals.

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.

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.

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 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 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 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.

Erin works with young, like-minded technical professionals in the early stages of building their careers and families. She offers coaching and financial advice through the many life-changing events these years can bring, including graduating college, getting married, having a baby, and buying a first home.

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.

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.

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.

Based in Baltimore and Washington, D.C., Kyle works with physicians and their families to accomplish their financial goals.

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 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 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 works out of the Madison office and specializes in working with physicians and other medical professionals.

Clarisa prides herself on taking a creative and holistic approach in order to implement customized solutions for her clients’ financial needs. She believes in proper diversification of all assets; utilizing appropriate risk management techniques, and preparing for a client’s future using their greatest asset, time.

James Jaderborg specializes in working with business owners, physicians, and medical professionals to help them overcome financial challenges unique to their careers.

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.

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.

Tyler combines his passion for relationship building and his skills in finance and investing to help his clients achieve their financial goals.

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 focuses on helping physicians, dentists, attorneys, business owners, and executives reach financial independence.

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 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 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 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.

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.

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 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 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.

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 helps medical professionals, business owners, and executives reach financial success on their terms, built on their values and goals.

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.

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 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’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.

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 works primarily with physicians and based on his extensive experience, he’s established himself as a financial expert.

Wesley Sharp is a member of the North Star Medical Division and helps physicians manage their finances from residency through retirement.

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 works with physicians, dentists, and other medical professionals to help them overcome the financial challenges that are unique to their chosen careers.

Joey has dedicated his career to developing long term client relationships by taking a personal holistic approach to financial advising.

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.

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.

Helping the high achievers focus for their finances in order to create, grow, and preserve true wealth.

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 works with driven young professionals starting out in the medical and dental fields and related industries.

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 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.

Greg has a highly specialized practice helping physicians and dentists actively pursue their personal and professional financial goals. Ultimately, Greg helps medical professionals grow and protect their wealth in an efficient manner.

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.

Dan delivers client-centered financial guidance, instruments, and follow-up that are consistent with quality recommendations aimed at effectively meeting client needs.

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.

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.