Five Star Financial Resources
Brad Beck Team

Beck Team

Meet Our Team

The Beck Team is committed to providing you with superior service, personalized attention, financial expertise, and quality products.

Bradley Beck

Full Partner/Financial Planner

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.

Douglas Beck

Founder/Financial Planner

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 Imdieke

Client Services Manager

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.

Abbey Lundquist

Registered Assistant

Abbey joined Five Star Financial Resources in 2012 and enjoys supporting multiple advisors on the team. She has a passion for financial planning and research, as well as building relationships with clients and helping them achieve their goals.

Sara Beck

Operations Specialist

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.

Charlie Rose

Financial Planner

Charlie is dedicated to supporting the team of advisors through his strong work ethic and attention to detail. He is passionate about helping others attain their financial goals.

Tom Imdieke

CPA

Tom has served Five Star Financial Resources since 2017. He is committed to providing timely and sound tax planning and financial advice and is dedicated to helping clients reach their financial goals.

Dede Knutson

Director of First Impressions

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.