NorthStar Financial & Retirement Planning is an independent Greenville wealth management firm focused on retirement planning and investment advising. Our mission is to provide efficient and secure investment strategies to both individual and institutional investors.

Greenville, SC & Hendersonville, NC

George Fossing, RICP®
President, Investment Advisor Representative

George Fossing has 18 years of experience in creating financial solutions for his clients. He enjoys guiding his clients to a successful retirement. As well as being an Investment Advisor Representative (Series 65), George holds the Retirement Income Certified Professional (RICP) designation through the American College and teaches adult education classes at several higher education institutes about investment strategies.

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After college, George worked in management for a Fortune 500 company and eventually became a branch manager for a large insurance company in Greenville, SC. He decided to form NorthStar Financial and Retirement Planning, LLC — an independent Greenville wealth management firm — in 2007 to provide sound investment strategies and insurance products. He is also a member of Ed Slott’s nationally recognized IRA Elite Advisor Group.

George and his wife, Meredith, have lived in the Carolinas for over twenty years where they have raised four beautiful children. The oldest is following in his grandfather’s footsteps by serving in the U.S. Marine Corps. Their daughter is studying education at Clemson University.

George also hosts a weekly radio program, “Stop Worrying, You’re Retired!” on Thursdays from 9:05 a.m. to 10:00 a.m. on WHKP AM 1450 Talk Radio in Hendersonville, WORD 106.3 FM in Greenville on Sundays at 3:00 p.m., and on Saturdays from 6:00 p.m. to 7:00 p.m. on WGTK 94.5 FM.

Travis Smith, CPA/PFS
Investment Advisor Representative

Travis began his career in public accounting and has worked at both international and large regional firms. He received his undergraduate degree in business administration with an accounting concentration at The Citadel in Charleston, SC and a Master’s of Professional Accountancy with an emphasis in taxation from Clemson University.

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Travis became a Certified Public Accountant (CPA) in 2006 and subsequently earned the Personal Financial Specialist designation after passing a comprehensive financial planning exam administered by the American Institute of CPAs. In addition, Travis serves clients as an Investment Advisor Representative (Series 65).

Travis and his wife Molly are SC natives and, when not working, enjoy spending time with their two-year-old daughter. Travis’ other hobbies include fishing, cycling, and running.

Ryan Mulligan
Operations Director

One of the founding NorthStar team members, Ryan takes care of the marketing, administration, and everything behind the scenes. He also assists many of our clients with Medicare, final expenses, and policy services. With over eight years of experience, Ryan enjoys educating others on how investment planning can help individuals throughout their lifetime.

 

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A graduate of Mars Hill College, Ryan played football and lacrosse before serving his country as a U.S. Navy Supply Corps officer. He now resides on his five-acre farm in Taylors, SC with his wife, Jenna. When Ryan is not working, he can be found playing lacrosse with the Greenville Lacrosse Club or horseback riding with his wife.

Asheville, N.C.

Jamie McArthur
Investment Advisor Representative

Jamie is NorthStar’s advisor in the Asheville, NC area. He has eight years of experience in the insurance industry and holds a Certified Insurance Counselor designation. He also has his Life & Health and Property & Casualty Insurance Licenses. Affiliated with Brookstone Capital Management and TD Ameritrade, Jamie is an Investment Advisor Representative (Series 65).

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Jamie took an unconventional route to NorthStar; he and his wife, Beverly, became clients when Jamie was looking for a career change. He discovered he held the same values as NorthStar about retirement planning, and the rest is history. Before entering the insurance industry, he was a commercial pilot, and he holds an associate’s degree in Engineering.

A resident of the Western Carolina’s for over 16 years, he and Beverly have been married 20 years and have two great sons. The oldest is a senior at UNC-Chapel Hill, and their youngest is a sophomore at NC State. In his spare time, Jamie works with the Boy Scouts, or he can be found fly-fishing, sailing, or scuba diving.

Wilmington, N.C.

Christopher Stern, RICP®
Investment Advisor Representative

A founding member of the NorthStar team, Chris operates the Wilmington, NC office with his wife Ellen and is establishing the firm’s presence in the Roanoke, VA area. He is a proud graduate of the University of Colorado and an avid CU Buffaloes sports fan. After returning to Wilmington from Colorado, Chris was a small business owner in the retail bicycle and fitness equipment industry for 16 years.

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Professionally, Chris is an Investment Advisor Representative (Series 65) and is appointed through Brookstone Capital Management. Chris has earned the distinction of Retirement Income Certified Professional (RICP®) through the American College of Financial Services. He also holds both Life & Health, and Medicare Supplement & Long Term Care Insurance licenses in NC, SC, and VA.

Chris has built a successful practice during his 15 years in the insurance and investment advisory industry. His specific education, training, and knowledge enable him to help his clients think through all the complexities of making their savings last throughout their retirement. Emphasizing conservative investment and income solutions to his clients’ retirement needs, they appreciate Chris’ passion for his work and their security through their retirement years. His practice continues to grow… mostly through referrals.

Chris and his wife, Ellen are each the proud parents of two children. Chris and Ellen enjoy spending their free time traveling, cycling, and being on or near the water any chance they get.

Ellen Stern
Advisor

Ellen, a Roanoke, VA native is a new team member at NorthStar Financial & Retirement Planning. She brings to NorthStar over 30 years of experience in the Insurance and Banking industry. While new to the organization, Ellen is no stranger to the NorthStar team. She is married to a founding member, Christopher Stern and has been a colleague and close friend of NorthStar President George Fossing and his wife Meredith for over 10 years.

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While much of her career was spent training and managing, her passion for the business lies with her clients. In her 13 years, with a major insurance company, Ellen amassed hundreds of client relationships who seem like family to her.

Her years in the insurance industry were spent helping retirees achieve their retirement goals through a broad range of conservative financial strategies. She is particularly passionate about Long Term Care planning as it relates to Medicare and its ongoing evolution. Ellen is looking forward to expanding her professional horizons via the retirement planning platforms NorthStar offers its clients.

Ellen and her husband Chris are each the proud parents of two grown children. With the exception of one living in Wilmington and finishing college at UNCW, the other three live and work in Raleigh, NC. Their professions include: a sales rep for a multinational software company, a production engineer in the robotics industry, and a PhD candidate.

Ellen and Chris enjoy spending their free time entertaining, traveling, cycling and spending time at the lake.