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.”
Steve Osterink, Jr., CFA®, CFP®, AIF®
Steve Osterink, Jr.
CFA®, CFP®, AIF®
Steve Osterink, Jr., CFA®, CFP®, AIF®
Steve Osterink, Sr.
Steve Osterink, Sr.
.
Steve Osterink, Sr.
Jon Lohr, CFA®, CFP®
manages the daily investment research and portfolio management responsibilities for
the investment team which involves asset allocation research, fund monitoring and
due diligence, investment strategy evaluation and implementation, and performance
monitoring.
Jon Lohr
CFA®, CFP®
Jon Lohr, CFA®, CFP®
manages the daily investment research and portfolio management responsibilities for
the investment team which involves asset allocation research, fund monitoring and
due diligence, investment strategy evaluation and implementation, and performance
monitoring.
Nick Heinrich, CFP®
Nick Heinrich
CFP®
Nick Heinrich, CFP®
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.
Rochelle Whalen, Vice President of Sales - Life Division
A St. Louis Community College graduate who was born and raised in St. Louis, MO, Rochelle originally moved to the Charlotte, NC area in 2002 when she started in the Complex Product sales division at Southwestern Bell.
Shortly after, she began her career at Financial Independence Group, Inc. helping to build our entire Life division as a Life Marketer, while working with our advisors daily. Over the next twelve years, she helped grow our Life division from a staff of two to over twenty team members, priding herself on finding cross-selling opportunities, impeccable service, and an extraordinary attention to detail.
Throughout her 15+ year career, Rochelle has helped thousands of advisors in the industry in all aspects of life insurance planning; such as integrating life insurance into other lines of business, working on business and premium finance arrangements, and much more. In 2011, she obtained her Chartered Life Underwriter designation from The American College in 2011.
When Rochelle isn’t in the office, she loves to cheer on her St. Louis Cardinals, travel, listen to music, and spend time with her husband Todd, and two sons, Trinian and Layton at the park or on her family’s ranch.
Rochelle Whalen
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