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Doug Beck has been involved in the insurance and financial services industry since 1977. He began his financial services practice with an emphasis on building lifelong relationships. Doug founded Five Star Financial Resources, a full service financial services firm that uses unique abilities of individual teammates and resources to create sound financial strategies for life. Doug and his team are committed to providing superior service, personalized attention, financial expertise, and quality products. His firm is based on shared values of strong faith, commitment to family, fitness, and finance. They cultivate long-term working relationships that will provide their clients with lifetime direction in attaining their financial goals. Doug has also 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. In addition, he holds a Bachelor of Science from Wartburg College and a Masters from North Dakota State University.
Licenses for life and health insurances
Bradley is a full partner at Five Star Financial Resources and has been with the firm for 16 years. He is dedicated to building lifelong relationships and helping people achieve their goals. His passion is helping clients 55 and older that are near retirement or retired, and advising business owners on developing income retirement strategies. Brad lives in the Forest Lake area with his wife Sara and two kids Hudson (5) and Brooklyn (3).
Licenses for life and health insurances, LUTCF designation
Valerie is is a 30 year veteran of the financial services industry. She has served as Five Star’s office administrator and Doug Beck’s registered assistant for the past 23 years.
Vicki has an extensive background including working in the Accounting Business, Project Management for a Twin City builder, real estate assistant, mortgage banking as a Loan Processor and Closer. Vicki joined Five Star Financial Resources in 2010. Vicki enjoys building relationships with each client, the pace of the Financial Services industry and the social aspect of meeting new people. When not at work, Vicki enjoys her three daughters, friends, and her home business of event planning and wedding flowers.
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. Wether 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.
Licenses for life and health insurance, LUTCF designation
Derick has been with the Rehbine Financial Group of Five Star Financial Resources going on 5 years now. 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.
Investment Advisor Representative
Licenses for life and health insurance
No bio enteredTasha 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
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.
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.
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
