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  • About
    • How We Can Help
    • Our Company
    • Our Team
  • Financial Services
    • Investment Management
    • Retirement Income Planning
    • Tax Planning Strategies
    • Long-Term Care Planning
    • Healthcare & Insurance Planning
    • Estate & Legacy Planning
    • 401(k) Business Consulting
  • Blog
  • Media
  • Contact
  • Secure Uploads

Our Company

NorthStar's Team

Meet Our Team

George Fossing

RICP®, CLTC®

President & CEO

Zach Jenkins

CFP®

Certified Financial Planner
Investment Advisor Representative
National Social Security Advisor Certificate Holder

Travis Smith

CPA, PFS

Investment Advisor Representative

Matthew Burke

Financial Advisor

Jim Pritchard

Chief Investment Officer

Kevin Keller

Investment Advisor Representative

Dow Barton

CLU®

Medicare Specialist
Chartered Life Underwriter (CLU)

Nicholas Atkeson

Investment and Portfolio Design Team from Delta Investment Management

Andrew Houghton

Investment and Portfolio Design Team from Delta Investment Management

Liza Dolezel

Director of Client Relations

Danielle Harhigh

Operations Manager

Daisy Fossing

Official Office Greeter

Danielle Harhigh

Operations Manager

Kate Letkewicz

Estate Planning Attorney

Daisy Fossing

Official Office Greeter

How can we help?

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NorthStar Proudly Supports

Form ADV – Part 2Form ADV – Part 3Privacy Policy

Form ADV – Part 2
Form ADV – Part 3
Privacy Policy

Investment Advisory Services offered through Delta Investment Management, LLC, a Registered Investment Advisor. NorthStar Financial & Retirement Planning, LLC and Delta Investment Management, LLC are not affiliated. Annuity guarantees, including optional riders, are backed by the financial strength and claims-paying ability of the issuing insurance company. Insurance products, including annuities, offered through NorthStar Financial and Retirement Planning. Life and annuity licensed in License No: 5538278.

Investing involves the risk of loss. Past performance is not an indication of future performance.

© 2026 NorthStar Financial & Retirement Planning. All rights reserved.
 

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