About Us

WE ARE YOUR TRUSTED ADVISOR

Our philosophy is simple: we want to get to know you in order to help you make the best financial decisions possible. We believe in client-centered financial advice. Our clients are real people with hopes and dreams for themselves and their families, and genuine concerns about their financial future. By understanding your goals, we can develop a plan to reach them that works for you. Who do you talk to when it’s the middle of the night and you’re panicking about your 401k? We’re just a phone call away.

WE ARE 100% INDEPENDENT

Our highest responsibility is to our clients and no one else. We believe the only way to fulfill this is to be truly independent, and that’s why we’re a fee-only advisor. We believe that commissioned products, like insurance or securities, represent a conflict of interest in the client/advisor relationship, which is why we do not sell any commissioned products or accept commission from anyone. To provide the best possible service, our only priority is you and your financial portfolio.

WE WANT TO SHARE OUR EXPERTISE

Financial peace of mind comes from understanding all the aspects of your financial life. We stress client education as a part of the overall portfolio management process, and we offer more than 42 years of experience advising clients and businesses on their financial decisions. We are committed to staying up to date on relevant tax, estate, and social security laws in order to provide you with the best financial advice for your life. Let us be the financial experts in your corner.

Kaitlin Jones

Certified Financial Planning Professional®

Kaitlin is an advisor specializing in personal financial planning, investment advisory services, retirement planning, insurance analysis, estate planning, and education planning. She has been providing personal financial planning to clients for more than five years. Kaitlin is a native of Moscow, where she lives with her husband. They welcomed a new son in October 2017.

Dave Jones

Personal Financial Specialist / Certified Public Accountant

Dave Jones is an advisor specializing in business and personal financial planning, investment advisory services, and strategic tax planning. He has been providing portfolio management services, estate, retirement, and personal financial planning to clients for more than 17 years, and consulting in business and personal finance for over 42 years. He is a native Idahoan and lives in Moscow with his wife of almost 45 years. He enjoys spending time with his four grown children and three grandchildren.

Tanya Pearson

Client Services Representative

Tanya Pearson started with Northstar in May 2017 as the client services representative and has more than four years of experience in financial client services. She is a longtime resident of Moscow and lives with her husband and daughter. Tanya is a notary public.

Mark Mooring

Client Service Representative

Mark “Smokey” Mooring, started with Northstar in July 2019 as a client services representative. He is a recently separated US Navy veteran with over 12 years of active duty service. Mark is a native of Rome, GA, but relocate to Moscow in 2015 to teach Naval Science at the University of Idaho and Washington State University.

Our Process

In general, here is what you can expect when you work with Northstar:

With all our clients, we start by getting to know you. Who are you? Do you have a family? What are your dreams for the future? Do you want to buy a house, retire, get out of debt, or send your children to college?
We take a comprehensive look at your finances before we offer our analysis (think of it as a financial “state of the union”) and discuss recommendations. We take into account what you have (i.e. reality) and what you want your future to look like (i.e. your dreams.) Together, we implement the recommendations and monitor your progress.
From here, we plan regular meetings with you to assess the progress toward your goals and make adjustments, when necessary, to your financial plan. We can be as hands-on or hands-off as you need.

© 2019 Northstar Financial Management Inc. All rights reserved.