Northstar Financial Companies, Inc.

Alexander Bastron is a financial advisor with Northstar Financial Companies, Inc. in Golden, CO, holding a Series 66 designation and 19 years of industry experience. He has worked at Northstar since 2020, and previously was with LongView Wealth Management and Cambridge Investment Research. Outside of advising, he spends a small portion of his time as an insurance consultant for various companies. Northstar Financial Companies serves individual and high-net-worth clients, trusts, and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy and manages portfolios using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Lynne Nahigyan is a CFP® with 28 years of industry experience, currently serving at Northstar Financial Companies, Inc. She has worked at Seamark Financial Services, Inc. since 1997. Northstar serves individual and high-net-worth clients, trusts, and closely held businesses, providing comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Thomas Tuskey is a financial advisor with Northstar Financial Companies, Inc. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles at Cambridge Investment Research, Northwestern Mutual, and a teaching position at Rutgers University Business School. Northstar Financial Companies serves individual and high-net-worth clients, as well as trusts and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Glenn Williams is a financial advisor at Northstar Financial Companies, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has managed an investment advisory firm specializing in municipal bonds since 2002. Northstar serves individual and high-net-worth clients, trusts, and closely held businesses, providing comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy with fundamental analysis and offers a wrap-fee program alongside separately managed account strategies, including municipal-bond SMAs through an affiliated sub-adviser.

Steven Girard is a financial advisor with Northstar Financial Companies, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Longview Wealth Management and Cambridge Investment Research, Inc., and serves as president and sole owner of Northstar Financial Companies. Outside of advising, he is the CFO of his spouse’s interior design business. Northstar Financial Companies serves individual and high-net-worth clients, trusts, and closely held businesses with comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment approach using mutual funds, equities, fixed income, and options, and offers wrap-fee and separately managed account programs.

Barry Randall is a financial advisor at Crabtree Asset Management L.L.C. in Saint Paul, MN, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior roles include positions at Sparrow Capital Management Inc and Northstar Financial Companies, Inc. Crabtree Asset Management provides discretionary portfolio management primarily for individual clients and acts as a subadvisor to other registered investment advisers. The firm’s investment approach centers on fundamental analysis, focusing on companies with strong operating cash flow and market share growth, and engages in subadvisory activities that are uncommon among peers.

Gavin King is a financial advisor at Northstar Financial Companies, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked in education and private handyman services. Outside of finance, he has experience in the food service industry through his role at Artistic Pizza. Northstar Financial Companies serves individual and high-net-worth clients, as well as trusts and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Julia Randall is a financial advisor with Northstar Financial Companies, Inc. in Conshohocken, PA, holding a Series 66 designation and 20 years of industry experience. She has worked at Northstar since 2008 and previously at LongView Wealth Management and Cambridge Investment Research, Inc. Outside of her advisory role, Randall serves as the appointed guardian of her aunt's estate, managing her financial matters as per a family trust. Northstar Financial Companies serves individual and high-net-worth clients, as well as trusts and closely held businesses, offering comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment approach using mutual funds, equities, fixed income, and options, with portfolio management typically conducted on a discretionary basis.