Northshore Financial Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Lee Roberts

Lee Roberts

Financial Advisor

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Mac C Stevens

Mac C Stevens

Financial Advisor

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Mark Stooksbury

Mark Stooksbury

Financial Advisor

Visit Mark Stooksbury's website
Brian Osgood

Brian Osgood

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