In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

 


 

Chase Brakke

512-328-5131 X114

Chase helps Nathan’s clients in evaluating and obtaining specialty specific, individual disability insurance products in order to help ensure that his clients protect and preserve all that they’ve worked hard to create: home, lifestyle, retirement, etc. Chase joined North Star Resource Group in 2008.

Chase is a registered representative of Cetera Advisor Networks LLC.

Nathan D. Hoffman, CLU, ChFC, CFP®

Financial Consultant, Partner
512-328-5131 ext. 114

Nathan is a partner with North Star Consultants of Texas based in Austin, Texas. He works with physicians, business owners, and professionals with the purpose of helping them achieve their personal and professional financial goals. As a member of the Medical Division, Nathan has a unique understanding of the challenges facing physicians and dentists along with the personalized strategies to help them achieve financial independence. Nathan specifically assists his clients in the following areas:

  • Asset Protection and Wealth Accumulation* 
  • Risk Management and Own Occupation Disability Insurance  
  • Portfolio Design and Management  
  • College Funding Options
  • Proper Estate Planning*  
  • Tax Minimization and Retirement Preparation*   
  • Evaluating and Implementing Qualified Plans for Practices  

Nathan attended the University of Texas at Austin, and graduated with a degree in Finance and a minor in Accounting. He has been distinguished by the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals.® Nathan has achieved industry recognized designations as a Charted Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College to accompany his status as a CERTIFIED FINANCIAL PLANNERTM practitioner , or CFP®. Nathan currently resides in the South Congress area of Austin, Texas, and services clients nationwide.

Nathan is a registered representative of Cetera Advisor Networks LLC.


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. 

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Jeff Landt, CFA, CFP®

512-328-5131 X114

Jeff’s primary area of expertise is the investment management process. He assists Nathan with portfolio strategies, portfolio construction and the best practices of portfolio management. He has been affiliated with North Star Resource Group since 1996.

Jeff is a registered representative of Cetera Advisor Networks LLC.

Chris Sitek

512-328-5131 X114

Chris specializes in insurance brokerage and Long-Term Health Care planning. He helps tailor specific insurance plans for Nathan’s clients to assist in foundational risk management. Chris joined North Star Resource Group after graduating from St. John’s University in 1996.

Chris is a registered representative of Securian Financial Services, Inc.