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Doug founded Five Star Financial Resources in 1977 with an emphasis on building relationships and providing clients with sound financial strategies. Doug has been a longtime advocate for professional development in the industry serving as past President Elect on the boards of Minnesota GAMA and Minnesota NAIFA. He is a Registered Principle for SagePoint Financial, Inc. with over 40 associates in the Midwest. He currently serves as the Director of Supervisory Operations for over 60+ advisors with the Five Star network.
Licenses for life and health insurances
Brad and his team are committed to providing superior service, personalized attention, financial expertise, and quality products. Brad enjoys working with clients who are near retirement as well as advising business owners on developing income retirement strategies. He is a co-founder of the Exclusive Coaching Program through the Academy of Preferred Financial Advisors (APFA), a program dedicated to helping financial advisors break through to the highest levels of production and efficiency. Brad lives in Forest Lake with his wife Sara and his two children, Hudson and Brooklyn.
Visit The Brad Beck Team Website
Licenses for life and health insurances, LUTCF designation
Troy joined Five Star Financial Resources in 2017 and he has served in the financial industry since 1992. He believes his previous 16 years as a Financial Advisor and 8 years as Divisional Vice President for AIG gives him an ideal foundation for his work. Troy has earned the Certified Financial Planner designation from the Center for Financial Planning. He is also licensed for life insurance. Troy strives to adhere to the highest level of honesty and integrity and he serves his clients by providing them with the highest standard of financial planning service. From planning for retirement to saving for college, he is passionate about helping clients develop a comprehensive strategy to reach their financial goals. Troy is happily married to his wife Lisa of 25 years. They have two sons and one daughter. Away from the office, he enjoys working on his collector car, golfing, wine making, and spending time with friends and family.
Valerie has over 36 years of experience in the financial services industry and has been an integral part of Doug’s team for 28 of those years. She has had many important roles and responsibilities in her previous position as the office administrator for Five Star and now focuses her time and efforts on providing supervision and compliance to the 60+ advisors that are affiliated with the Five Star office of supervision.
Doreen has over 40 years of experience in the financial services industry, including the start-up and management of a broker-dealer, servicing over 400 financial advisors for nearly 17 years. Prior to joining Five Star, she was a branch examiner for Advisor Group, SagePoint’s parent company. Doreen is responsible for providing supervision and compliance oversight to the 60+ advisors affiliated with the Five Star office of supervision.
Beth joined Five Star Financial Resources in 2019. She holds a Bachelor of Science from the University of Minnesota and has served in the insurance industry for 5 years. She is dedicated to providing superior service to the management team at Five Star Financial Resources and to the 60 plus advisors throughout the United States that are affiliated with Five Star. Beth is strong in her faith and has a commitment to supporting her family, her church and missions around the world. Beth lives in Forest Lake with her husband, two children and Golden Lab. She enjoys walking with her dog, boating, jet skiing, waterskiing, fishing, swimming, playing on the lakes and traveling. Most of her time is spent at sporting events cheering on her son and daughter.
JoAnn has been the Client Services Manager at Five Star Financial Resources since 2019. She comes to the firm with over 20 years of financial services experience, including retirement services, investment operations and human resources management. JoAnn has a passion for problem solving and following through to resolution. In her work she strives for the highest level of honesty and integrity. She loves helping the firm grow through referrals from satisfied clients. Away from the office, JoAnn enjoys spending time with family and friends. She and her husband Tom love to spoil their two grandchildren.
Abbey joined Five Star Financial Resources in 2012 and enjoys supporting multiple advisors on the team. She began her career in the financial services industry in 2010 after graduating from the University of Northwestern, Saint Paul. Abbey has a passion for financial planning and research, as well as building relationships with clients and helping them achieve their goals. When not at work, Abbey trains and competes nationally as an Olympic Weightlifter. She also enjoys spending time traveling and visiting her friends around the world.
Sara joined Five Star Financial Resources in 2019. She is committed to administering superior customer service and takes pride in the personalized attention she provides each individual client. Her impeccable client relations and highly motivated work ethic ensures efficient and accurate business processing. She enjoys working along-side her husband, Brad Beck, and the entire Five Star team to make each client’s experience seamless and exceptional. Sara lives in Forest Lake with her husband Brad and their two children, Hudson and Brooklyn.
Charlie joined Five Star Financial Resources in 2021 as Operations Specialist. He is dedicated to supporting the team of advisors through his strong work ethic and attention to detail. With a degree in Finance from the University of Saint Thomas, Charlie is passionate for helping others attain their financial goals. In his spare time, he enjoys playing hockey and golf. One of his favorite courses is Oneka Ridge in White Bear Lake.
Tom has served Five Star Financial Resources since 2017. He holds a Bachelor of Arts Degree in Accounting and Computer Science from the University of St. Thomas and has held his CPA certificate since 1990. Tom is committed to providing timely and sound tax planning and financial advice. He is dedicated to helping clients, businesses, and individuals reach their financial goals. Tom is a member of the Minnesota State Board of Accountancy, AICPA, and the Minnesota Society of CPA’s. Tom lives in Mounds View with his wife, JoAnn. They have two married children and two grandchildren. Tom enjoys cooking and has been involved with Minnesota Amateur Baseball for 52 years and is an assistant baseball coach at Totino Grace High School.
Marla joined Five Star Financial Resources in 2020. She has experience in event management, marketing, fundraising and office administration in the financial industry and the non-profit sector. Marla is passionate about the details and loves to plan and execute special events. She enjoys using marketing strategy to help reach the local community. She currently serves on the board of directors for the Twin Cities Fertility Care Center, a local non-profit organization. Outside of work, Marla enjoys spending time with her husband, Seth and their two little boys. They enjoy hosting friends and family at their home in Forest Lake.
Dede joined Five Star Financial Resources in 2020 as Director of First Impressions. With an extensive background in office administration and hospitality, Dede has served in financial, educational and clinical settings. She has a passion for providing outstanding client service and understands that it’s all about the details. Her talents include office management, client communication, scheduling, and organization. Dede loves spending time with her friends and family. She and her husband Chuck have 4 sons and 2 grandsons. She is thankful to God her many blessings including the opportunity to serve.
Ken began his career in financial services in June of 1985, at the age of 22. Today, he specializes in helping people make intelligent decisions regarding their mutual fund investing, 401(k) options, and life insurance. Whether you have concerns about how to invest in your 401(k), what to do about your old unmanaged IRA money, or wish to understand the difference between one life insurance policy or another, Ken has the experience to help you reach decisions that are right for you. Ken lives in Blaine, MN with his wife, Karin, of 27 years, has a son, Anthony, who currently works for Zimmer Medical and a daughter, Kjerstin, currently pursuing her Nursing credentials. When Ken isn’t working, he and his wife enjoy spending time on their boat, on the St. Croix. He also enjoys hunting for antiques, fishing, snowmobiling, and spending time in the fabulous lake country of Northern MN.
Licenses for life and health insurances
No bio enteredRehbine Financial Group was founded by Mitchel Rehbine in 2000 and formed a partnership with Five Star Financial Resources. Mitch has been a business owner since he was 16. He has a passion for entrepreneurship and building strong relationships. He carried over this passion spending 4 years as President of the Quad Area Chamber of Commerce with a major emphasis on helping improve the relationships of local businesses amongst each other for the greater good of the community he grew up in. Mitchel has been in business as a Financial Planner for 15 years, focusing most of his attention on working with people who are near retirement or retired, business owners, and family estate planning. Mitch genuinely cares about his clients and truly enjoys helping them succeed financially both personally and in business. Mitch’s top priorities in life are his Faith, Family, Fitness, and Finance. His wife Stephanie of 4 years is his number one supporter. He enjoys spending as much time outdoors as possible hunting, fishing, golfing, boating, playing softball, wakeboarding, snowboarding, and snowmobiling.
Rehbine Financial Group is a marketing name for securities and investment advisory services offered through SagePoint Financial, Inc.
Visit The Rehbine Team Website
Licenses for life and health insurance, LUTCF designation
Derick has been with the Rehbine Financial Group of Five Star Financial Resources since 2014. We are extremely excited to have him aboard and the value he brings to the firm and our clients. Derick is specializing in client communications and support. Derick has a Bachelor’s Degree in Finance and Business administration from Augsburg College in Minneapolis, MN where he also enjoyed playing football. He has helped clients shape financial solutions with Ameriprise Financial for 4 years prior to joining our firm. Derick is particularly passionate about helping educate and coach clients through accomplishing their overall financial goals. His family, spirit, and health are his top priorities in life. He treats all three like his aspiration of becoming a great golfer: there are so many small things that we can improve upon that can make a world of difference.
Rehbine Financial Group is a marketing name for securities and investment advisory services offered through SagePoint Financial, Inc.
Visit The Rehbine Team Website
Investment Advisor Representative
Licenses for life and health insurance
Alyssa joined the team in 2018 and came to us with a background in banking where she worked as a loan officer for the past 9 years. She is passionate about building relationships with clients and enjoys the challenge her new role gives her, while still being part of the finance industry. Alyssa enjoys event planning and coordinating. In her free time, she enjoys spending time with her two children Jackson and Jersey. They enjoy going up north, four wheeling and staying active outdoors.
Tasha brings the Five Star Team almost 20 years of experience as a Financial Advisor and a Certified Financial Planner Professional. Tasha has a thirst for knowledge which keeps her clients on the forefront of the constant changes in our economy and marketplace. She has the knowledge and experience to provide the best service possible for her clients. She is dedicated to providing her clients with full service financial planning. She gives advice you can trust. Tasha is not just a number cruncher, she is known for her ability to see the impact of the “little details” on the big picture and can communicate complex financial concepts in simple, understandable and meaningful terms. When you meet Tasha, you will know two things: her enthusiasm for others and her ability to get things done. When not working with clients, Tasha enjoys the outdoors and spending time chasing after her three teenagers.
Licenses for life and health insurances
Andrew has been in the industry for 6 years prior to joining The Coleman Team in August of 2021. After returning from a year abroad in Sweden, Andrew has enthusiastically embraced all aspects of the business including marketing, administrative, and event coordination. He has passed Securities Industry Essentials (SEI) Exams 7, 63 & 65 and is passionate about meeting clients and helping them with Financial Planning and Advising.
Having grown up in the same area he now calls home, Andrew has a strong sense of investing in the local community. He values building professional relationships with clients, while gaining a personal appreciation for important decisions people make in regard to their family and future retirement. Even before Andrew graduated from Mounds View High School and attended Bethel University, his profound interest in the stock market grew. He graduated with his Bachelor of Arts degree in Business Marketing knowing his future would include helping people reach their financial goals.
Andrew resides in Circle Pines, MN with his wife. In his free time he enjoys playing hockey, downhill skiing, water skiing, and lake activities.
Roberta Porter has been in the financial services industry since 1997. She has Series 6, 7, 63, and 26 licenses and enjoys helping clients in any way she can.
Roberta lives in the north suburbs with her husband and two dogs. She enjoys reading and loves spending time with her husband, children, and grandchildren.
When Anne-Marie Germain joined the Five Star Financial Services team in 2019 she brought with her over 31 years of insurance, administrative and customer service support. She enjoys getting to know our clients and working with the Five Star Team in assisting our clients to enjoy and preserve their future.
Outside of the office Anne-Marie enjoys sewing, scrapbooking, spending time with her family and friends, and being involved with her church.
John has an incredible passion for knowledge in the Wealth Management Industry. He helps keep clients informed on changes in the market, economy, and estate planning. He is dedicated to providing his clients with full service wealth management including investments, life insurance, college savings, income planning, tax planning, and estate planning. John is known for his ability to communicate complex financial concepts into simple, understandable details. If you are interested in investing, are near or in retirement, own a business, or have significant estate planning questions, meet with John to find the answers.
John has a Bachelor’s degree in Economics from the University of Minnesota. Prior to Wealth Management John was an airline Captain on Boeing 727. John enjoys spending time with his wife of 24 years Kathy, and their 3 kids on their hobby farm.
A Certified Plan Fiduciary Advisor (CPFA) is a financial professional that demonstrates expertise and experience working with retirement plans. During the CPFA certification, candidates spend around two months learning about fiduciary services for retirement plans.
Licenses for life and health insurances
No bio enteredJake has been in the financial services industry since 2013 and comes from an entrepreneurial background, having started and operated three successful businesses prior to becoming a financial planner. Jake brings a wealth of knowledge and experience helping businesses and individuals with their financial, estate and tax planning. He focuses on helping individuals and business owners articulate their goals, develop a plan to meet those goals, and continue to monitor and modify that plan on an ongoing basis to make sure those goals continue to be achieved. Jake’s specific areas of expertise are business retirement plans, business succession planning, and retirement planning for individuals of all ages.
Jake understands that the financial planning and investment world is complicated and, to many, overwhelming. His goal is to be a trusted resource for financial advice that is communicated in a way that clients can understand and removes the anxiety and skepticism often associated with financial planning and investing. Jake is committed to offering superior service, personalized attention and financial expertise to each of his clients. Integrity is the foundation of Jake’s life and financial planning practice, and he would appreciate the opportunity to earn your trust.
Licenses for life and health insurances
Mark Linder has been in the financial services business since 1985. His specialty is helping clients age 50 and older reach their financial goals. Working with his team, Mark will be able to help you build a conservative and tax efficient savings and spending plan. Mark lives in the Hutchinson area with his wife, LuAnne, of 30+ years. They have four children (three married) and three grandchildren.
Licenses for life and health insurances
Bob spent 22 years in the corporate world coaching, training and supervising financial advisors. He departed in 2015 to join Five Star Financial Resources with a dedicated mission to help create and maintain wealth for his clients through education, communication and professional service.
When you work with Bob, you are entering into a relationship that has your best interest in mind. He will take the time to understand what is truly important to you and your unique financial situation. He will work with you to develop a wealth management strategy that is tailored to your financial needs, with a key focus on understanding, choosing, and executing the strategy for generating a sustainable income that you will not outlive from the available resources.
Bob is a graduate of St. Cloud State University with a degree in finance and an emphasis in economics. In 2007 he earned his ChFC Chartered Financial Consultant designation and in 2011, his CLU Chartered Life Underwriter designation. He holds the Series 7, 24, 63 and 65, along with his MN Life and Health license.
When not working with you, Bob enjoys spending time with his two daughters and in the great outdoors.
Licenses for life and health insurances
