Financial stress doesn’t just affect individuals—it impacts entire organizations. Studies show that 60% of full-time employees feel stressed about their finances, with many citing money as their top source of anxiety. At NorthStar Financial Group, the mission is to ease that burden by helping people and businesses take control of their financial future.

Guiding Wealth with Confidence

NorthStar Financial Group is an independent firm built on experience, trust, and personal connection.

With senior financial advisors and partners Jay Stibbe, Jon Anas, and Chad Zimmerman leading the way—supported by Associate Financial Advisor Devon Kelly and Branch Operations Manager Jackie Wood—the team brings more than 75 years of combined expertise in wealth management and financial planning.

Their approach centers on the goal of helping individuals and families create, preserve, and enjoy their wealth with confidence. By offering unbiased guidance and tailored strategies, NorthStar empowers clients to navigate life’s milestones and secure the future they envision.

The Financial Fitness Program

Recognizing that financial stress often extends into the workplace, NorthStar developed its Financial Fitness Program, designed to benefit employees, HR teams, and company leadership alike. Here’s what it includes:

Financial Education
Structured courses with videos, quizzes, and goalsetting help employees build lasting financial skills.

Dedicated Financial Advisor Access
Group meetings and calls cover timely financial topics, with open Q&A sessions for clarity.

One-on-One Guidance
Personalized meetings give employees direct support with budgeting, retirement planning, and investments.

Customizable Solutions
Programs are tailored to fit a company’s size, culture, and benefits package.

The result? Employees gain confidence and clarity, HR teams are freed from ongoing financial questions, and leadership fulfills fiduciary responsibilities while fostering a more engaged, productive workforce.

Why NorthStar Stands Out

Financial wellness isn’t just a benefit—it’s a strategy for stronger businesses. NorthStar’s Financial Fitness Program gives organizations the tools to:

Reduce stress and increase productivity among employees.

Improve retention by showing a genuine investment in employee futures.

Relieve HR teams of financial education burdens.

Ensure fiduciary compliance with trusted, experienced advisors.

Four Key Benefits of Financial Fitness

For businesses considering a financial education partner, NorthStar highlights four major takeaways:

1. Less Stress, More Productivity

Confident employees stay more focused and engaged at work.

2. Improved Retention & Satisfaction

Financial literacy builds loyalty and shows employees their future matters.

3. Reduced HR & Employer Liability

NorthStar takes on the heavy lifting of financial questions while supporting compliance.

4. Trusted, Experienced Guidance

With decades of combined expertise, the team delivers independent, unbiased advice tailored to each client’s goals.