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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.
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Licenses for life and health insurances, LUTCF designation
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 is a Financial Planner with the Beck Team. He 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.
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.
Since 1985, Ken has been helping people make informed decisions with regards to their Life Insurance, 401(K)s, and Mutual Fund investing. Whether you have $50,000 to invest, or $1,000,000, Ken has been delivering the same high quality service to everyone, no matter what the size of their nest egg.
He has lived in Minnesota his entire life. He has offices in Forest Lake, MN and Worthington, MN. He is married to his wife, Karin, for 34 years now. Together, they have a son, Anthony, who works for Boston Scientific, and their daughter, Kjerstin, has her own photography business and is married to Tanner.
Ken’s twin, Keith, works with him as a client relations specialist and is in charge of the company’s marketing. Keith also has his 6, 63, 65, and life insurance licenses. Luke, Ken’s assistant, helps handle all the details of the office and is the life insurance specialist in the office.
Licenses for life and health insurances
Keith works as a client relations specialist and is in charge of the company’s marketing. Keith also has his 6, 63, 65, and life insurance licenses.
Luke Johnson works with Ken Maahs, a Five Star Financial Resources Senior Partner, as a non-registered assistant and Life Insurance Specialist. Luke grew up in Oak Grove MN and graduated from Legacy Christian Academy in Andover MN. He got his AAS degree from Anoka Ramsey Community College in 2018. He is an avid outdoorsman and enjoys fishing, camping, and rock climbing.
Rehbine 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.
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Licenses for life and health insurance, LUTCF designation
Pamela joined Five Star Financial Resources in 2022 with seven years of operations experience in the insurance and financial services industry and fifteen years of experience as a retail manager. Her ability to positively impact business operations and customer service has been recognized throughout her career. Pamela holds a Business Administration degree with a focus in finance from Liberty University in Virginia and continues to develop her skills through obtaining various certifications and training. She has a passion for enhancing the client experience through driving process improvement, thoughtful analysis and analytics, attention to detail, and cultivating relationships. Pamela lives in White Bear Lake with her husband and daughter and enjoys camping, time at the cabin, and traveling.
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Joli is very excited to be a part of the team at Rehbine Financial Group. Joli enjoys connecting with and encouraging people. Her talents include client communication, scheduling, and organization. She is passionate about the details and loves planning and executing events. Her life mission is to serve God in any way He can use her. She is thankful and blessed for the opportunity to serve clients at RFG. She holds a degree in Fashion Merchandising from the University of Wisconsin Stout and a Master of Education from the University of St. Thomas. Joli enjoys being in nature and going to her cabin. She has lived in Forest Lake with her family since 2003. Joli and her husband Jon have three adult children who are the light of their lives!
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Serena comes to us with a broad skill set and extensive experience in the financial industry, spanning over 10 years. Her experience ranges from servicing retirement accounts to coordinating and managing programs for one of the world’s largest money managers. She understands complex financial initiatives, demonstrating skills in project management, strategy development, and execution. In addition, she has numerous years of experience as a people manager, as well as supporting C-Suite staff, demonstrating a high degree of professionalism, discretion, and the ability to manage time and priorities. Serena understands the importance of prioritizing the clients’ needs while providing excellent support and is looking forward to building and maintaining a relationship with all our current, and potential, clients.
Serena is a graduate of the University of Minnesota, Duluth with a Bachelor Business Administration degree specializing in Marketing, and a minor in Psychology. As a mother of three, she enjoys spending time with her children, traveling, being outdoors, and reading or drawing when time allows.
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 enteredTroy 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.
