Andy Tate, North Star Resource Group Advisor, Named One of Medical Economics''150 Best Financial Advisors for Doctors'
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Fri, 07 Nov 2008 13:01:55 GMT |
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MINNEAPOLIS, Nov. 7 MN-North-Star-Tate
MINNEAPOLIS, Nov. 7 /PRNewswire/ -- Andy Tate, a financial advisor with
Minneapolis-based North Star Resource Group, has been named one of Medical
Economics' "150 Best Financial Advisors for Doctors" in 2008. The list of top
advisors will appear in the magazine's Nov. 7th issue and is based on
nominations from clients and survey data completed by advisors.
"We're thrilled that Andy has received this recognition," said Dave Vasos,
co-president and chief financial officer of North Star Resource Group. "It
reflects his deep commitment and dedication to his clients and his knowledge
of the unique financial needs of physicians."
A graduate of the University of Kansas, Tate has been a financial advisor
since 2001 and works with clients in Minnesota and Kansas. He focuses his
business on assisting physicians with debt reduction and restructuring, wealth
accumulation and distribution. He frequently presents to resident and fellows
during their training to discuss financial issues affecting them during
residency and fellowships, and also presents to practicing physicians on
benefits plans, wealth accumulation and retirement planning.
"There is no question that medical residents and physicians face unique
challenges in their financial lives and careers," said Tate. "I enjoy working
with and helping them, and it's a great honor to be recognized by Medical
Economics."
Tate is a five-year member of the Million Dollar Round Table (MDRT) -- a
prestigious industry association that recognizes the top-performing financial
advisors worldwide -- and the National Association of Insurance and Financial
Advisors. He is a Certified Long-Term Care Consultant and a Certified
Financial Planner (CFP(R)).
Tate donates time and money to many health-care and service-focused
organizations, including MN Autism Society, Special Olympics, Cystic Fibrosis
of Minnesota, and the Leukemia Association of Kansas City, among others.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm
that helps individuals and businesses create, preserve and protect their
wealth. The firm has offices in 10 states, and through its 200 financial
advisors provides financial guidance for individuals and businesses in the
form of financial planning, life and disability insurance, retirement plans
and investments, long-term care and employee benefits. As of December 31,
2007, North Star Resource Group had nearly $4 billion in assets under
management and more than $17 billion in life insurance in force. For more
information, visit http://www.northstarfinancial.com.
North Star Resource Group offers securities and investment advisory
services through CRI Securities, LLC and Securian Financial Services, Inc.,
Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial
Services, Inc.
32537 D.O.F.U. 11/7/08
SOURCE North Star Resource Group
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