North Star Resource Group

I have a very simple philosophy: Treat others how I would want them to treat me and my family. I care about my clients well-being and future. I focus on doing what's in their best interest above all else. My clients are valued relationships. In a world of evolving technology, I truly still believe nothing can replace a real personal touch. I focus on helping families plan together, which is why my practice consists of multigenerational clients. I have financial strategies for family members in stages of life such as: Retirees Pre-Retirees Young Families New Earners Custodial Investing for your little loved ones I work with my clients as a Fiduciary. I have no account minimums, allowing each person to get the individual care they deserve. My team provides financial strategies for making sense of investing. How I partner with you: I want my clients to feel understood, informed, and in control. I want to understand what's important to you. I have an established process. We will partner together to keep you on track.

As a financial planner, I specialize in helping individuals and families achieve their financial goals by creating personalized plans to help them save for the future, manage their investments, and prepare for retirement. I understand that financial planning can be overwhelming and confusing, and that's why I'm here to help. With my expertise and guidance, you can make informed decisions about your finances and take steps towards achieving your long-term financial goals.

By truly caring for my clients and being a trusted representative of their financial assets I take a holistic approach to my financial planning services, such as retirement planning, estate planning, tax planning, and investment management. I can provide clients with a complete picture of their financial situation.