The Five Star Team
Douglas A. Beck, President and CEO
Series 22, 51, 24, 7, 26, 6, 53 & S63 registrations
Licenses for life and health insurances
Five Star Financial Resources was founded by President and CEO, Douglas A. Beck in 1977. Doug was a coach at Blaine High School for five years before he began his financial services practice with an emphasis on building lifelong relationships. Over the past 34 years, Five Star Financial Resources has grown to over 50 financial advisors across the upper Midwest. Doug takes pride in Five Star's focus on cultivating long-term working relationships that provide clients with lifetime direction in attaining their financial goals.
Bradley A. Beck
Investment Advisor Representative, Series 6, 63, 22 & 65 registrations
Licenses for life and health insurances
Bradley is a full partner at Five Star Financial Resources and has been with the firm for 10 years. Brad lives in the Forest Lake area with his wife Sara and their children. Brad enjoys spending time helping clients with their retirement and distribution planning and investment management.
Tasha Kazek
Certified Financial Planner™ Professional
Series 7, 6 & 63 registrations
Licenses for life and health insurances
Tasha brings the Five Star Team nearly a decade of experience as a financial advisor and a Certified Financial Planner™ Professional. Tasha has the knowledge and experience to provide the best service possible for our clients. When you meet Tasha, you will know two things: her enthusiasm for others and her ability to get things done. When not working with clients, Tasha enjoys the outdoors and spending time chasing after her young son, Noah.
Ken Maahs
Investment Advisor Representative, Series 6 & 63 registrations
Licenses for life and health insurances
Ken began his career in financial services in June of 1985, at the age of 22. Today, he specializes in helping people make intelligent decisions regarding their mutual fund investing, 401(K) options, and life insurance. Whether you have concerns about how to invest in your 401(K), what to do about your old unmanaged IRA money, or wish to understand the difference between one life insurance policy and another, Ken has the experience to help you reach decisions that are right for you. Ken lives in Blaine with his wife, Karin, of 23 years, and his son and daughter.
Mitchel Rehbine
Series 6, 63 & 65 registrations
Licenses for life and health insurance, LUTCF designation
Mitchel Rehbine has been in business as a Financial Planner for 13 years, focusing most of his attention on working with people who are 50 and older, near retirement or retired, and business owners. He has a passion for entrepreneurship and building strong relationships. Mitch’s top priorities in life are his faith and family. He enjoys the wonderful outdoors and all the activities that can come with it.
Kim M. Tricas
Investment Advisor
Series 6, 7, 63 & 65 registrations
Whether your goals are to build and preserve wealth, design and manage income strategies, plan your estate, or discover optimal tax opportunities, Kim M. Tricas is your partner. Kim's focus is to provide comprehensive investment management strategies and sound income solutions. Kim and the Five Star Financial Resources team have transitioned hundreds of clients into a financially independent retirement for over 25 years with their experience, trusted resources and outstanding service. Kim enjoys family trips and boating adventures with her husband, Tosh, and their daughters, Alicia and Karissa.
ADMINISTRATIVE STAFF
Valerie Anderson
Series 6, 63, & 26 registrations
Valerie is is a 26 year veteran of the financial services industry. She has served as Five Star's office administrator and Doug Beck's registered assistant for the past 18 years.
Barb Heebink
Barb has worked in the financial services industry with Five Star Financial Resources for 14 years serving two separate locations, Forest Lake and Maple Grove. Barb works on the administrative and client service side of the business.
Tracy Thomas
Tracy is a Lead Assistant for Mitch Rehbine at Five Star Financial in two separate offices, Forest Lake and St. Cloud. Tracy also specializes in serving other advisors’ clients in administrative areas along with coordinating marketing and educational events for Five Star Financial Resources. Tracy has been married to Dirk for 19 years and enjoys spending family time with their three children.
Tara Schultz
Tara became a client of Doug Beck’s 27 years ago and the two have been friends ever since. Tara joined Five Star Financial Resources 3 years ago specializing in marketing and client relations.
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