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.
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.
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.
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, President
While holding a leadership position with the firm, Mrs. Snow became frustrated with the limited options retirees were offered. There is a great deficit when it comes to those in the industry who use all types of financial solutions to help a client reach their financial goals. This yearning to offer the very best products to her clients, without limitation, is why she is an Independent Wealth Planner. As a fiduciary, she has chosen to be held to a higher standard when it comes to disclosure and due care of her clients. With the type of Wealth Planning Michelle does, she is able to help her clients obtain a lifetime guaranteed income* stream which allows them to focus on enjoying their retirement years and all while their principle is protected.
Michelle believes that everyone should have someone with honesty, integrity and commitment to help make things simpler and less complicated. Michelle is located in the Houston area near her home in Fulshear, TX. Michelle holds various professional designations including: · Insurance License #2030277 · Series 65 License · Investment Advisor Representative · Member of the National Ethics Association – NEA · A+ Better Business Bureau Michelle lives by the Mantra “Plan, Preserve and Protect.”
Michelle Snow
President
Michelle Snow, President
While holding a leadership position with the firm, Mrs. Snow became frustrated with the limited options retirees were offered. There is a great deficit when it comes to those in the industry who use all types of financial solutions to help a client reach their financial goals. This yearning to offer the very best products to her clients, without limitation, is why she is an Independent Wealth Planner. As a fiduciary, she has chosen to be held to a higher standard when it comes to disclosure and due care of her clients. With the type of Wealth Planning Michelle does, she is able to help her clients obtain a lifetime guaranteed income* stream which allows them to focus on enjoying their retirement years and all while their principle is protected.
Michelle believes that everyone should have someone with honesty, integrity and commitment to help make things simpler and less complicated. Michelle is located in the Houston area near her home in Fulshear, TX. Michelle holds various professional designations including: · Insurance License #2030277 · Series 65 License · Investment Advisor Representative · Member of the National Ethics Association – NEA · A+ Better Business Bureau Michelle lives by the Mantra “Plan, Preserve and Protect.”
Thomas Knight, Trading Project Coordinator
Thomas then moved to Little Rock and was a VP and COO of a couple of retail wealth management firms. He joined SMS in May of 2017 and has focused on a number of internal projects. He also supports the business development arm of SMS.
Thomas lives with his wife Jennifer and daughter Ruby in downtown Little Rock.
Thomas Knight
Trading Project Coordinator
Thomas Knight, Trading Project Coordinator
Thomas then moved to Little Rock and was a VP and COO of a couple of retail wealth management firms. He joined SMS in May of 2017 and has focused on a number of internal projects. He also supports the business development arm of SMS.
Thomas lives with his wife Jennifer and daughter Ruby in downtown Little Rock.
Morgan Sizer, Senior Team Lead, Asset Management
Morgan holds a Bachelors of Commerce degree in Finance from the University of the Witwatersrand (South Africa), and the FINRA Series 65 qualification.
Morgan Sizer
Senior Team Lead, Asset Management
Morgan Sizer, Senior Team Lead, Asset Management
Morgan holds a Bachelors of Commerce degree in Finance from the University of the Witwatersrand (South Africa), and the FINRA Series 65 qualification.
Paula Malowitz, Office Manager
As the Office Manager for NorthStar, Paula handles all day-to-day client services & processes all new business for the firm. She has her life & health insurance license with the State of Texas. In her free time, it is all about family, with her husband Lee and children, Kendall, Zoie, and Jaden.
Paula Malowitz
Office Manager
Paula Malowitz, Office Manager
As the Office Manager for NorthStar, Paula handles all day-to-day client services & processes all new business for the firm. She has her life & health insurance license with the State of Texas. In her free time, it is all about family, with her husband Lee and children, Kendall, Zoie, and Jaden.
Employees of Financial Independence Group
Wade Laughey - Vice President of Sales - Annuity Division
Since starting at FIG, Wade has partnered and built relationships with some of the Top Independent Financial Advisors in the country. And as their partner, he has found ways to make their office more efficient by cutting overhead such as marketing expenses, increasing their client appointments which in turn has increased their production and revenue.
Wade Laughey
VP of Sales – Annuity Division
Wade Laughey - Vice President of Sales - Annuity Division
Since starting at FIG, Wade has partnered and built relationships with some of the Top Independent Financial Advisors in the country. And as their partner, he has found ways to make their office more efficient by cutting overhead such as marketing expenses, increasing their client appointments which in turn has increased their production and revenue.
Sean Cooper, Vice President of Sales - Life Division
Coming from a blue collar family business started in North Philadelphia by his Great Grandfather, Sean knows the meaning of hard work. His extreme self-motivated drive to succeed is an asset to any insurance agent. Sean lives in Charlotte with his wife, Katie.
Sean Cooper
VP of Sales – Life Division
Sean Cooper, Vice President of Sales - Life Division
Coming from a blue collar family business started in North Philadelphia by his Great Grandfather, Sean knows the meaning of hard work. His extreme self-motivated drive to succeed is an asset to any insurance agent. Sean lives in Charlotte with his wife, Katie.
Alecia Barnette, Vice President of Sales - Long Term Care Division
Alecia Barnette
VP of Sales – LTC Division
Alecia Barnette, Vice President of Sales - Long Term Care Division
Additional Resources
Russell T. Romriell
Russell obtained his law degree from the University of Texas School of Law in 2010. He began his legal career as a judicial clerk to the Honorable Judge Tom Rickhoff in the Bexar County Probate Court No. 2. Following his clerkship, Russell has practiced as an attorney in the estate planning, probate, and trust administration field since 2011. In 2016 Russell joined the law firm of Ewing & Jones, PLLC in Houston.
Associations
State Bar of Texas: Real Estate, Probate & Trust Law Section
Houston Bar Association: Probate, Trusts & Estates Section
Practice Areas
Estate Planning and Probate
Education
B.A., Brigham Young University, 2006
J.D., University of Texas School of Law, 2010
Bar Admissions
State Bar of Texas
Contact
Phone: 713.590-9676
Email: [email protected]
Russell Romriell
Estate Planning & Probate
Russell T. Romriell
Russell obtained his law degree from the University of Texas School of Law in 2010. He began his legal career as a judicial clerk to the Honorable Judge Tom Rickhoff in the Bexar County Probate Court No. 2. Following his clerkship, Russell has practiced as an attorney in the estate planning, probate, and trust administration field since 2011. In 2016 Russell joined the law firm of Ewing & Jones, PLLC in Houston.
Associations
State Bar of Texas: Real Estate, Probate & Trust Law Section
Houston Bar Association: Probate, Trusts & Estates Section
Practice Areas
Estate Planning and Probate
Education
B.A., Brigham Young University, 2006
J.D., University of Texas School of Law, 2010
Bar Admissions
State Bar of Texas
Contact
Phone: 713.590-9676
Email: [email protected]