Our Mission

At NorthStar Wealth Management, we have made a commitment to providing excellence in everything we do.
Our goal is to exceed our clients expectations at all times by honoring you with a paramount degree of customer service.

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Experience & Skill

When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.

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Independence & Objectivity

As an independent financial planning firm, we solely represent our clients, their needs and interests, rather than any specific company’s. Due to our independence and objectivity, it allows us to provide our clients with the commitment that they deserve.

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Genuine Care & Support

One of our most distinguishing traits is how much we care about our clients. Whether you call into our office or visit with us in person, you will speak with someone who is not only happy to hear from you, but who is knowledgeable and generous with their time.

Your Retirement Journey Begins Here...

NorthStar Wealth Management is a comprehensive retirement planning firm that assists soon-to-be retired and retired residents effectively plan and prepare for life’s greatest journey. As your retirement guides, allow our team to help you:


Our Team

Michelle Snow


Thomas Knight

Trading Project Coordinator

Morgan Sizer

Senior Team Lead, Asset Management

Employees of Financial Independence Group

Partnered Resource

Wade Laughey

VP of Sales – Annuity Division

Rochelle Whalen

VP of Sales – Life Division

Alecia Barnette

VP of Sales – LTC Division

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