President, CEO, Adviser, CFP®
Chief Operations Officer
Chief Compliance Officer
Client Service Team
Trading Department Manager
Accredited Investment Fiduciary®
Administrative Department Manager
NCM Meeting/Event Manager
Retirement Plan Service Team
Retirement Plan Representative
NCRS Meeting/Event Manager
Mission & Vision
Our mission is to be a guiding light for our clients and community.
Northern Capital Management, Inc.
We work hard to ensure clients have confidence in their financial plans and guidance along the way. Our thoughtful and consistent approach helps provide peace when they think about their future.
Our vision is to profoundly and positively impact the lives of our clients, employees and the community.
Northern Capital Retirement Services, Inc.
By acting as a fiduciary, we provide exceptional consultation and management services to retirement plan sponsors, trustees, and participants. We strive to set the industry standard for transparency, professionalism, depth of knowledge, and excellent service.
Our vision is to profoundly and positively impact the lives of retirement plan participants and their beneficiaries, as well as assisting plan sponsors and trustees in fulfilling their role as fiduciaries.