Moxie Wealth Management
Amanda Charles, CSLP®, currently serves as a Financial Advisor at both Moxie Wealth Management and North Star Resource Group, providing registered representative and investment advisory services through Cetera Advisor Networks, LLC. Prior to these roles, Amanda held various positions at U.S. Bank, including Product Manager for Office 365, where over 100 live trainings were conducted for 23,000 employees, and internships focusing on workforce productivity and vendor partnerships. Amanda's experience also includes administrative support at the University of Minnesota Honors Program, as well as internships in marketing and materials management. Amanda holds a Bachelor's degree in Strategic Communication and a Bachelor of Arts in Economics from the University of Minnesota.
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Moxie Wealth Management
Moxie Wealth Management was founded in 2015 by Joseph Burgess and Kristin Brandli Printon in an effort to brand a practice based on their unique goals-based approach. Prior to 2015, both were managing practices under the North Star Resource Group banner. Joe and Kristin share a passion for providing client solutions and have found that their formal partnership through Moxie Wealth Management elevates the combined practice. While they both still retain their affiliation with North Star Resource Group, the new team structure allows them greater flexibility and has increased the depth and breadth of solutions they deliver. Despite commonality in approach and client focus, each has different specialties in regard to his or her focus and service structure. Client need determines if a given engagement requires a consultation with Joe, Kristin or a collaborative approach. Regardless of who is managing your client experience, the Moxie model is focused on aligning your finances in support of your goals for the future. For a full list of our products and services, please visit our website at moxiewealthmanagement.com. While we occasionally post company news or updates on this page, for the most up-to-date insights and advice, please follow our advisors personal LinkedIn Pages. Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. North Star Resource Group is independently owned and operated. Moxie Wealth Management is affiliated with North Star Resource Group.