Brad is a full partner and financial planner at Five Star Financial Resources and has been with the firm since 1999. He is dedicated to building lifelong relationships and helping clients achieve their financial goals.
Doug founded Five Star Financial Resources in 1977, a full-service financial resources firm that provides clients with sound financial strategies for life. He began his practice with an emphasis on building lifelong relationships and helping clients achieve their financial goals.
JoAnn has been the Client Services Manager at Five Star Financial Resources since 2019. She has a passion for problem solving and following through to resolution. In her work she strives for the highest level of honesty and integrity.
Charlie is dedicated to helping others attain their financial goals through his strong work ethic and attention to detail.
Dede joined Five Star Financial Resources in 2020 as Director of First Impressions. She has a passion for providing outstanding client service and understands that it’s all about the details.
Sara is committed to administering superior customer service and takes pride in the personalized attention she provides each individual client. Her impeccable client relations and highly motivated work ethic ensures efficient and accurate business processing.
Jessica joined Five Star Financial Resources in 2024 as an Operations Specialist. She has a passion for providing superior service to clients and ensuring that their needs are met with each interaction. She strives to provide quality support to each member on her team.
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©2020 Five Star Financial Resources.Brad Beck, Doug Beck and Charlie Rose offer securities and investment advisory services through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Osaic Wealth, Inc. does not provide tax or legal advice.
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