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®, MS, EA
Financial Planner and President

Kaitlin is an advisor specializing in personal financial planning, divorce 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.

Mark Mooring

Financial Planner and Chief Compliance Officer

Mark “Smokey” Mooring, started with Northstar in July 2019 as a Financial Planner. 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. 

Charlotte Jones

Financial Planner and Chief Operating Officer

Charlotte is Northstar’s Chief Operating Officer and a Palouse native. She brings a strong background in corporate strategy and marketing to advise our small business and young professional clients, which she gained from working for large technology corporations such as Microsoft and Intuit. Charlotte has an MBA from Harvard University and a deep passion for supporting small businesses and strengthening the communities we serve.

Our Process

In general, here is what you can expect when you work with Northstar:
  1. 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?
  2. 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.
  3. 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.

Contact Us