Daniel D. Willie

Daniel D. Willie

Daniel D. Willie North Star Resource Group : Daniel D. Willie Financial Planning
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Daniel D. Willie

Financial Representative

Phone: (512) 328-5131; Dallas: (214) 642-9118; Houston: (832) 816-3248 Fax: (512) 328-5139 E-mail: daniel.willie@northstarfinancial.com

Dan began his career as a financial consultant with North Star Resource Group in 2000, in the Minneapolis, Minnesota corporate headquarters. For the first four years of Dan's career, he specialized in teaching financial concepts and implementing financial plans for medical professionals around much of the country. He began many of his relationships through public speaking engagements at teaching hospitals around the Midwest. As a result of Dan's success and dedicated service, in only his third year in the career he was recognized by, and granted membership to, the Million Dollar Round Table (MDRT) - the premier financial professionals organization which represents the top 7% of financial professionals in the world.
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Dan, as well as the division as a whole, specializes in coaching physicians to achieve financial independence. His guidance helps physicians navigate the many financial challenges unique to their chosen field. Through personal educational meetings, physicians can expect advice, as well as appropriate steps to implement ideas with access to a wide range of financial vehicles.

Particularly, Dan addresses vital topics such as:
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Dan and his colleagues in Austin also work together to help physicians traverse through the complex issues of:

Proper Estate Planning "Practice" Benefits Management Contract Review for physicians switching Practices

Dan grew up in the small, northern Minnesota town of Carlton (and still visits there often). He attended Gustavus Adolphus College in St. Peter, Minnesota, where he studied finance and organizational management, and was the captain of the football team. In his free time, Dan enjoys spending time with his family and friends, hunting, fishing, volunteering, working, and working out.

1Specific tax consequences should be verified by your tax advisor.