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I am a dedicated Financial Advisor at North Star Resource Group, specializing in comprehensive financial planning, investment management, and insurance solutions. With a B.S. in Personal Financial Planning from the University of Missouri, I bring both academic rigor and a personal touch to each client interaction. I am committed to serving as a true fiduciary, putting my clients' interests first and tailoring financial strategies to their unique needs. At North Star, I have the flexibility to offer unbiased advice and access to a wide range of financial tools and resources. My approach is rooted in understanding and transparency. I believe in building lasting relationships with clients by providing clear communication, consistent support, and education to empower them in their financial journeys.
Overview: North Star Resource Group is an independent financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across various life stages. As fiduciaries, our advisors are committed to acting in the best interests of our clients, offering unbiased advice to help them achieve their financial goals.
Mission: Our mission is to empower clients through education, transparency, and tailored financial solutions. We strive to build long-term relationships based on trust and integrity, ensuring that every client receives personalized attention and expert guidance.
Services:
Financial Planning: Comprehensive analysis and strategic planning covering all aspects of personal finance, from budgeting to retirement planning.
Investment Management: Customized portfolio management designed to meet individual risk tolerance and investment goals.
Insurance Solutions: A wide range of insurance options to protect our clients and their families, including life, health, and long-term care insurance.
Tax Planning: Strategies to minimize tax liabilities and maximize financial efficiency.
Estate Planning: Assistance in securing a legacy and ensuring assets are distributed according to the wishes of our clients.
Why North Star Stands Out:
Independent Firm: As an independent firm, we have the freedom to choose the best products and services for our clients without any proprietary constraints.
Client-Centric Approach: Each client’s goals are unique, and our plans are tailored to their specific needs, circumstances, and aspirations.
Expert Team: Our team comprises experienced financial advisors and industry specialists dedicated to maintaining the highest standards of professionalism and expertise.
Resource Availability: We provide our advisors with access to top-tier tools and resources, enabling them to manage client needs effectively and efficiently.
Commitment to Community: North Star Resource Group believes in giving back to the communities where we work and live. We are actively involved in various charitable activities and initiatives aimed at improving financial literacy and supporting local development.
Post-Graduates and Young Professionals
Young Families
Near Retirees
Fellow Financial Advisors and Industry Professionals
Local and Community Leaders
1. Post-Graduates:
Needs: Opening a Roth IRA, establishing a budget, and beginning their investment journey.
Benefit: I provide personalized guidance on saving for the future while managing current financial responsibilities, helping them set a strong financial foundation.
2. Young Families:
Needs: Comprehensive budgeting, insurance planning, and strategies for wealth growth.
Benefit: I help young families secure their financial future, ensuring they have the necessary tools and plans in place for both expected and unexpected life events.
3. Near Retirees:
Needs: Long-term care planning, investment strategy refinement, and comprehensive retirement planning.
Benefit: I assist near retirees in maximizing their retirement savings, protecting assets, and planning for healthcare needs, ensuring a comfortable and secure retirement.
