Motivated to serve you at the highest level
“In finance and life, incentives are important. That’s why we work hard to make sure our success aligns with our client's success in everything we do.”
We see our role a bit differently from many of our competitors.
We are a fiduciary, which means we've chosen to stick to a strict legal and ethical code to act in your best interest. This is a responsibility we don't take lightly!
At Northstar, we operate as fee-only advisers; that means we don't take commissions. This is the most transparent way to work with our clients.
Certified to Serve
Most people think all financial advisers are “certified,” but this isn’t true. We have earned the Certified Financial Planner designation because it gives us the expertise we need to guide our clients.
Our highest responsibility is to our clients and no one else. We believe the only way to fulfill this is to be truly independent – without potential conflicts of interest.
Northstar is a family and woman-owned financial planning and investment firm founded by Kaitlin Jones and her dad, Dave.
They saw selling commissioned products alongside financial services as a serious conflict of interest and believed the hard-working people in their community deserved better.
They started Northstar to change the traditional dynamic of adviser & client relationships.
As a fiduciary, we have a legal and ethical duty to put our clients' interests before our own. Since we're not motivated by kickbacks or commissions from mutual funds and insurance, we're free to focus on what matters most—financial education and easy-to-understand advice and services – with complete transparency.
Today, we have over $100M in assets under management. We've earned the trust of our community and a growing number beyond, and we hope to earn yours, too.
Meet Our Advisers
Kaitlin Jones, CFP®, EA
Adviser & President
Kaitlin earned her CFP in 2015 and founded Northstar Financial Management with her father in 2017. She became an adviser because she enjoys teaching clients about their financial opportunities and helping them build a practical plan to achieve their financial and life goals. Kaitlin works with people from all backgrounds. She has specialized training to support clients in divorce situations and has additional experience in financial planning for physicians. Kaitlin is a proud Moscow native, where she lives with her husband and three children.
Adviser & Chief Compliance Officer
Mark is a former navy tailhook pilot whose last duty station was as an instructor at the University of Idaho and Washington State University. He joined Northstar in 2019 as an advisor to help people use their hard-earned pay and benefits to build the life and legacy they desire. Mark specializes in helping federal employees maximize their benefits, retirement planning, and creating smart investment strategies. He is an avid outdoorsman and conservationist who lives in Moscow with his wife and two girls.
Adviser & Chief Operating Officer
Charlotte brings a strong background in business strategy, financial management, and marketing from technology companies of all sizes, most notably Microsoft and Intuit. She has an MBA from Harvard University and 4 years of experience as a tax preparer for the IRS's VITA program. She has a passion for working with small businesses and individuals – particularly corporate managers, executives, and ambitious women – on building wealth and finding balance in their lives. She is a Moscow native that lives with her husband and two sons in San Diego.