Meet Our Team
Robin Young, CFP®, RLP®, CEFT®
President and Owner of Northstar Financial Planning, Inc.Robin is resolute in her belief that individuals and their families deserve a deeper approach to wealth management. Particularly during periods of transition (retirement, loss of a spouse, inheritance, divorce, sale of a business), people need help navigating both the human and technical side of money to successfully align their decisions with what is truly important in their lives.
Before joining Northstar as a partner in 2004, Robin's professional career included 15 years at several prestigious financial firms and real estate management companies in Boston, including Boston Properties, LLC and The Colony Group. There, she advised C-level executives at several Fortune 500 corporations, including Unum Provident, EMC and IBM.
In 2008, Robin assumed the helm at Northstar Financial Planning and her work in helping women in transition gained attention. Robin believes that women deserve a better experience in working with a financial advisor and she and her team have focused considerable energy in delivering this experience through their client processes and through their Wiser Women Workshops and other educational opportunities. Robin augments her personal zeal for financial life planning with a range of solid credentials:
- Certified Financial Planner™, The American College
- Certified Financial Transitionist®, Sudden Money Institute
- Registered Life Planner, The Kinder Institute of Life Planning
- Master's Degree in Business, Suffolk University
- Bachelor's Degree, Plymouth State College
Robin is also a member of the Financial Planning Association (FPA), the New Hampshire Estate Planning Council and several industry leading practice groups across the country. She proudly serves on the NH Charitable Foundation’s Manchester Regional Advisory Board, the TD Ameritrade Advisory Panel, and as Ambassador for the Southern NH chapter of the Modern Widows Club.
Who I Am:
I am an independent woman. A mother, wife, friend and business owner. Compassionate and believer in the potential of people to intentionally live the life they desire. I find joy in collaboration and community. Balance is peace and harmony for me. Lover of nature, adventure and stillness. You may find me on the dance floor, atop a mountain, meditating on a yoga mat, relaxing on a beach or traveling in a different country. Anchored by my family, my business, and my love of creating harmony with and for others.
Kristina George, CPA, CDFA®, CFP®
Kristina provides financial life planning and financial mediation services to Northstar clients.
Kristina has provided tax, financial planning, and investment advice to individuals and business owners for over 24 years. She began her career at Ernst & Young, LLP in the High Net Worth and Real Estate group, where she stayed for many years. Kristina also works extensively with lawyers, mediators and clients to address financial issues that arise in the divorce process. She is a trained mediator and provides various types of dispute resolution assistance regarding financial matters in divorce, including analysis of tax and financial issues, structuring financial settlements, and expert testimony services.
Kristina earned her Master of Science in Taxation (MST) with a financial planning concentration from Northeastern University and a BA in Accounting from Bentley University.
Her credentials include; Certified Public Accountant and Certified Financial Planner. ™ Additionally, Kristina holds the Certified Divorce Financial Analyst credential (CDFA) which qualifies her as a financial expert in divorce settlements and is a Collaboratively Trained Financial Neutral. She has completed the New Hampshire requirements for Family Mediation and conflict resolution and is in process of earning the Financial Transitionist® designation from the Sudden Money Institute.
Kristina is a member of the American Institute of Certified Public Accountants, the New Hampshire Society of Certified Public Accountants, the Financial Planning Association the Collaborative Law Alliance of New Hampshire. She is currently on the Board of Directors for NHCLA.
Who I Am:
I’m a recovering CPA. I love the Internal Revenue Code and saving our clients taxes.
I’m passionate about teaching financial literacy – especially to young people. I lead Financial Peace University twice yearly. Although I’m an introverted bookworm, I enjoy public speaking and presenting.
In my free time I’m learning how to sail and practice Reiki. I volunteer by visiting with hospice patients weekly.
Alexa provides investment management strategy and financial life planning services for Northstar clients.
For two decades, Alexa has combined her passion for psychology with her love of numbers to guide clients through a planning and investment process grounded in empathy and focused on real-life outcomes. Prior to joining Northstar, Alexa spent seven years at First Financial Trust in Newton, Massachusetts. As an Assistant Vice President, Financial Planner and Investment Officer, she worked with over 100 clients providing both investment management services and fee-only financial planning. Previously, she was a financial analyst at a software company where she developed financial planning software.
A graduate of Tufts University, Alexa has a degree in psychology, with a minor in mathematics. She earned her a CERTIFIED FINANCIAL PLANNER™ certification in 2001 after attending Boston University's Program for Financial Planners. She is a Financial Transitionist® in the process of earning the CeFT® designation from the Sudden Money Institute. She has also participated in trainings through the Kinder Institute of Life Planning. Alexa is a member of the Financial Planning Association.
Who I Am:
Mom, wife and compassionate friend. I am curious, see the good in everything, enjoy the outdoors, especially water, and love a good puzzle. I strive to be approachable and am focused on making financial matters, especially investing, less intimidating. When I am not working, I enjoy volunteering at my children's school, serving as treasurer of their Boy Scout troop, skiing, traveling, watching the Red Sox, and eating my husband's delicious cooking.
Julie provides financial life planning services for Northstar clients.
Before beginning her career in financial planning, Julie served for 15 years in the financial services industry at Wellington Management and Brown Brothers Harriman in Boston. She then transitioned into personal financial planning at a fee-only wealth management firm in NH where she discovered a passion for helping people reach their life goals.
A lifelong learner, Julie holds a Master of Science in Finance degree from Suffolk University and a Bachelor of Science in Business Management & Finance from Westfield State University.
Julie is a Certified Financial Planner™ practitioner and a Certified Financial Behavior Specialist™. She has specialty training in wealth psychology and the neuroscience of financial decisions and behavior. She is a Financial Transitionist® in the process of earning the CeFT® designation from the Sudden Money Institute.
Julie supports her professional and personal interests as a member of the Financial Planning Association, Financial Psychology Institute™, Financial Therapy Association, the Global Association for Interpersonal Neurobiology Studies (GAINS), and the Society for NeuroEconomics. Her community involvement includes Treasurer of the Hampstead Educational Foundation and volunteer coordinator for the Junior Achievement program.
Who I Am:
I am a learning and systems enthusiast. Lover of great conversations, live music, and traveler's notebooks. Inquisitive & optimistic. Believer in the power of teamwork and learning something from everyone. Grateful mom and wife. I am passionate about helping others achieve and enjoy financial success by aligning knowledge, mindset, and behaviors with what we aspire to most.
WEALTH MANAGERRachel provides financial life planning services for Northstar clients.
Rachel pursued a career in financial planning to combine her love of people and numbers. She started in the financial services industry 12 years ago, and was the lead advisor for over 60 clients at a fee-only financial planning firm in Massachusetts.
Rachel earned her MBA with a financial planning concentration from Bentley University, and a BA in Psychology from the University of Arkansas.
She became a Certified Financial Planner™ professional in 2015 and she is a Financial Transitionist® in the process of earning the CeFT® designation from the Sudden Money Institute.
Who I Am:
I am a bookworm and lifelong learner. Introvert. Thoughtful before I speak. Proud mom. Planner trying to balance living in the moment and preparing for what’s to come. Lover of tea and the lake. I believe that understanding your financial life and core values can empower you. I am empathetic and trustworthy. Team player and motivator. Grateful to be doing what I love.
Financial Planning Analyst
Julie provides financial life planning support and analysis for Northstar clients.
Julie joined Northstar in 2016 as a part-time financial planning analyst. Julie previously worked in accounting and finance positions for 12 years, before taking time off with her family.
Julie holds a Bachelor of Science in Accounting from Ithaca College.
Who I Am:
I am a partner to my husband, and a busy mother of three children and a dog. I’m compassionate and honest. I am a nature lover who enjoys long walks and hiking. A book lover. Constantly conflicted over wanting to live in beautiful New England while hating the cold weather.
Office Manager and Client Hospitality Coordinator
As Northstar’s Hospitality Coordinator, Tina greets clients, getting to know them, and helping assure that their interactions with Northstar team members are exceptional.
Tina joined Northstar in 2006 and assumed a multifaceted role that taps into her high level of organization skills, commitment to getting things done right and her desire to help clients feel comfortable. Her responsibilities include client service, office manager duties and she is the first point of contact for many clients.
Tina has more than 20 years of prior experience in banking and the broader financial services industry.
Who I Am:
I am a wife, mother, grandmother. I enjoy traveling and camping. On the weekends you will find me riding our side-by-side, on the motorcycle or snowmobiling with my family.
Client services and operations associateKatie is the first point of contact for clients calling or walking into Northstar.
Katie supports organizational growth by building new relationships and cultivating existing client relationships, maintaining client records and documents, as well as ensuring that client projects are implemented according to plan.
Katie earned a Bachelor’s degree from University of Massachusetts, Lowell.
Who I Am:
I live in Salem, New Hampshire with my husband, daughter, and dog. I’m an energetic extrovert, coffee connoisseur, and non-fiction book lover. I believe in dancing like nobody’s watching, laughing every day, and eating chocolate. When I’m not working you will find me teaching dance classes, spending time with my family, or cooking.