Northshore Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Lee Roberts

Lee Roberts

CFP®

Financial Advisor

Visit Lee Roberts's website
Mac C Stevens

Mac C Stevens

CRPC®

Financial Advisor

Visit Mac C Stevens's website
Mark Stooksbury

Mark Stooksbury

CRPC®

Financial Advisor

Visit Mark Stooksbury's website
Brian Osgood

Brian Osgood

CRPC®, RICP®

Financial Advisor

Visit Brian Osgood's website

Team

Carter Owens

Carter Owens

Paraplanner

Qualifications

  • B.S. Sociology, Tennessee Tech University, 1997
  • A.A.S. Criminal Justice, Tennessee Tech University, 1997
  • Series 7 & 66 licensed
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Laura Osgood

Associate Financial Advisor

Qualifications

  • Series 7 licensed, Series 66 licensed
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Zachary Osgood

Client Service Specialist