Over the years, I’ve built a national financial advising practice that serves clients throughout 35 states, specializing in helping physicians, dentists, attorneys, business owners, and executives achieve financial independence. I regularly speak at teaching hospitals and medical groups nationwide, including institutions such as Duke University, the University of North Carolina, Mayo Clinic, and t
he Medical University of South Carolina. Previously, I served as president of North Star’s Medical Division, leading a team committed to supporting the financial success of physicians and dentists. My expertise has been featured in Medical Economics, Dental Products Report, and Albuquerque the Magazine, among others. I’ve also co-authored Real Life Financial Planning for High-Income Medical Professionals to provide practical insights to professionals in demanding careers. Some career highlights include being named one of the “Top 40 under 40” by New Mexico Business Weekly and being recognized by LIMRA as one of the “Top 25 Rising Stars Under 40 in Distribution” globally. In 2021, I was honored to rank on Forbes’ list of Top Financial Security Professionals in America. Outside of work, I stay active with several charitable organizations, including the Scott Richards North Star Charitable Foundation, Bikes for Kids, and animal rescue groups. When I’m not working or volunteering, you’ll find me traveling, spending time with my family, boating, golfing, or cheering on my twin boys in their sports activities. If you’re looking for financial guidance to help you reach your goals, I’d love to connect!
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Registered representatives offering securities through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. North Star Resource Group is independently owned and operated. 5129 NC HWY 55, SUITE 101, Durham, NC 27713 Registered Branch Phone #: 612-617-6000
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