Experience

Moxie Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder & Vice President

  • Jul 2015 - Present

  2701 University Ave SE, Minneapolis, MN 55414 Moxie Wealth Management was founded in 2015 by Joe Burgess and Kristin Brandli Printon in an effort to brand a practice based around their unique goals-based approach. Prior to 2015, both were managing practices under the North Star Resource Group banner. Moxie combines their acumen with the breadth of solutions and resources available from one of the nation’s largest independent financial services firms. Together this creates a truly formidable combination. PREVIOUS SPEAKING ENGAGEMENTS… Show more Moxie Wealth Management was founded in 2015 by Joe Burgess and Kristin Brandli Printon in an effort to brand a practice based around their unique goals-based approach. Prior to 2015, both were managing practices under the North Star Resource Group banner. Moxie combines their acumen with the breadth of solutions and resources available from one of the nation’s largest independent financial services firms. Together this creates a truly formidable combination. PREVIOUS SPEAKING ENGAGEMENTS (see Law Division and ABE volunteer sections for more events): • "Women & Finance: Aligning Your Values and Goals to Make Your Money Work Harder For You"​ - Hosted By: Women's 29% Club of the City of Minneapolis Registered representatives offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. North Star Resource Group is independently owned and operated. Moxie Wealth Management is affiliated with North Star Resource Group. 2701 University Ave SE, Minneapolis, MN 55414 Registered Branch Phone #: 612-617-6000 Show less



North Star Resource Group

• United States
• Financial Services
• 200 - 300 Employee

• Co-Founder of the North Star Law Division

  • Sep 2011 - Present

  Greater Minneapolis-St. Paul Area; Greater Chicago Area I'm always looking for unique speaking engagements (either locally or nationally) - if you are seeking a financial professional for your next meeting, connect with me to talk more! PREVIOUS SPEAKING ENGAGEMENTS: • "How to Balance Competing Goals: Paying Down Debt vs. Saving for the Future"​ - Hosted By: Chicago Bar - Young Lawyer Section • "Six Steps Towards Building Your Financial House"​ - Hosted By: Chicago Bar - Young Lawyer Section • "Building Your… Show more I'm always looking for unique speaking engagements (either locally or nationally) - if you are seeking a financial professional for your next meeting, connect with me to talk more! PREVIOUS SPEAKING ENGAGEMENTS: • "How to Balance Competing Goals: Paying Down Debt vs. Saving for the Future"​ - Hosted By: Chicago Bar - Young Lawyer Section • "Six Steps Towards Building Your Financial House"​ - Hosted By: Chicago Bar - Young Lawyer Section • "Building Your Financial Future: Creating (and Sticking to) Long-Term Goals"​ - Hosted By: Chicago Bar - Young Lawyer Section • "Real Life Financial Planning for Lawyers"​ - Hosted By: Alabama Bar Association *See "American Bar Endowment"​ under "Volunteer" for more speaking engagements.

• Independent Financial Consultant

  • Jun 2011 - Present

  Greater Minneapolis-St. Paul Area; Greater Chicago Area North Star Resource Group has origins tracing back to 1908 in downtown St. Paul. North Star offers a wide variety of specialty services and solutions across the financial needs spectrum. For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisors LLC, nor any of its representatives may give legal advice.



UBS Financial Services Inc

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Associate

  • 2009 - 2011

  Fort Collins, Colorado Area