As a physician, you have many demands for your time.
Financial issues are a constant thought.
Protecting and planning for yourself and your family from financial uncertainties can be daunting….and as the old saying goes “if you don’t know where you are going, any road will get you there”.
While it is important to learn from our experiences….it is even more important to learn from the experiences of others.
Insurance, investments, retirement plans can create confusion, foster frustration and distract your drive towards success.
But you don’t have to go it alone. Money is a tool….not a goal.
If you would like to know more…you should. If you would like to learn more…..we can show you how.
Your Benefit Analysts
Chris and his team recognize the difficulty for doctors to manage their hard-earned income and for medical professionals to create tax efficient savings tools in order retire on the physician’s personal terms. The team uses a client centered, holistic approach that never loses sight of what matters most: Family, Occupation, Recreation and Money. Our process gives our physicians their own personalized CFO- Complete Family Office where the education focus is on your financial goals. As with a successful medical practice, Chris has built a diverse team of professionals that can help physicians obtain quick professional advice for questions ranging from career changes to retirement preparation & estate planning.
Chris has been assisting physicians with their financial strategies since 1997. He enjoys educating physicians as they create their financial plans and as they choose their savings options in order to pursue their individual goals. Chris’ particular role on the physician advisory team is to offer valuable advice to tax efficiently manage physicians’ incomes during the vital accumulation phase and to provide comprehensive guidance as our physician clients enter retirement or prepare to enter the draw down phase of their professional medical careers.
Chris attended the University of Nebraska at Kearney concentrating in business marketing. He has earned his Life Underwriting Training Council Fellow (LUTCF). His series 65 license is held through RIA Advisory Group. Chris also has his AIF designation. Chris is licensed in life and health and variable products.
Chris married Kellie in 1997. They have 3 children: Hailey, Aaron, and Alex. Hailey married her high school sweetheart in 2017. Aaron married his high school sweetheart in 2021. Alex is home-schooled high schoolers and pursue many educational opportunities as well as, welding and riding dirt bikes. Daily life is focused around learning and growing as an individuals and as a group. Along with schooling, Kellie is Chris’ administrative assistant. She enjoys the challenge and growth opportunities presented each day. Chris enjoys camping, horseback riding, and working on their hobby ranch.
Laurie has been assisting physicians with their financial needs since 2010. She enjoys providing education and guidance to physicians as they choose financial plans to meet their individual goals and needs. Laurie’s role on the physician advisory team is to offer her recommendations on important financial tools needed during the working years, as well as help prepare for retirement.
Laurie graduated Summa Cum Laude from Mankato State University in 1996, with a Bachelor of Science degree. Her series 65 license is held through RIA Advisory Group LLC. She is also licensed in life, health, and variable products.
Laurie lives in Luverne, MN with her husband Mike. In her downtime, she enjoys being outdoors, spending time with friends and family, as well as vacations to warm beach destinations. She truly cherishes the personal bonds she establishes with each person she encounters, in both her professional and personal life.
Todd has been in the Insurance and Financial Services industry since 2004. He enjoys working with people to help achieve their financial goals.
Todd and his wife Brittainy have been married since 2006 and have two daughters. They live in Omaha, Nebraska.
He received his undergraduate and Masters degrees from Midland University. He received a basketball scholarship to play for Midland, but hurt his knee his Freshman year and then went on to coach multiple sports at Archbishop Bergan High School in Fremont, NE. He continues to coach at Concordia Lutheran Schools of Omaha, serving as Youth Coordinator and Coach for Girls Basketball. In his free time, he enjoys spending time with his wife and kids and golfing.
Pat McCabe has been helping his clients plan and reach their financial goals for nearly 10 years, while recently joining the Resolve Team to specialize in assisting physicians with their investment and retirement strategies. Whether it is a young doctor directly out of training trying to navigate the complex financial world they are entering, or a veteran specialist late in their career who needs to make sure the right pieces are in place for a successful transition.
The Resolve Team is there every step of the way.
Pat got his start in the financial industry by helping seniors navigate their healthcare and insurance needs in retirement. It wasn’t long before his desire grew to include investment management to what he could offer his clients.
He then joined a national investment management firm and spent four years there before joining the independent Dakota Advisory Team at RIA Advisory Group.
His career has been spent helping his clients on two main fronts. First, by deciphering what their main goals are and setting up their initial financial plan to get out of debt and build wealth on their front end of their career. Second, on the other end, creating the roadmap to protect the wealth they have grown and strategically create lifetime income on a tax efficient basis.
Pat grew up in Minnesota and earned his bachelor’s degree from the University of Minnesota, Crookston, and a master’s degree from St. Cloud State University. He and his wife Becky have been married for 11 years and they are blessed with three beautiful daughters.
Becky is also Pat’s administrative assistant serving as a client relationship specialist.
Outside of work and school they enjoy road tripping around the country in their converted 15-passengar van to see God’s wonderful creations. All three girls are members of the American Heritage Girls, and all are very active soccer players, coached by their mother.
Rick has been in the insurance and financial services industry since 1997. He specializes on the Risk Management portion of a sound financial plan. Rick enjoys working with Physicians and guiding them through both their group benefits along with individual benefits, and ensuring they are well coordinated. He believes in making sure his clients are informed and have a solid understanding of their needs, especially when life or career changes occur.
Rick has earned his Life Underwriting Training Council Fellow (LUTCF) and is licensed in Life and Health insurance. He lives in Omaha, NE and has 4 children: Madison, Morgan, Marin and Matthew. With two kids in college and two in high school, Rick is busy following their activities. In his spare time, he enjoys spending time with close friends and family, usually preparing something to eat as he loves to cook. He also loves watching sports, especially college football.
Kellie works with Resolve Physician Agency where she supports Chris Hanson as a Benefit Analyst Assistant. Chris and Kellie have been married since 1997 and have professionally worked together since 1998. Kellie is a dedicated Resolve team member who enjoys working with physicians and their families. Her passion for helping physicians enables each client to efficiently complete their initial review and to seamlessly implement their uniquely personalized financial plan.
Prior to joining Chris, Kellie received her bachelor’s degree in Social Work, where she focused on helping families.
Donna Bult joined Resolve in September 2020 as a Benefit Analyst Assistant with over 30 years of experience in the insurance/financial industry. She has knowledge in life insurance, disability income insurance, health insurance, annuities, long-term care, retirement plans, group benefits and voluntary benefits.
Donna graduated with an Accounting degree and continued her education by receiving the Fellow, Life Management Institute (FLMI) designation and the Health Insurance Associate (HIA) designation. She also earned her Registered Representative status by completing Series 6 and Series 63.
Donna is married to her husband, Dihl, and have two children, Tyson and Tiffany. They also have three lovely grandchildren, Caiden (age 17), Gage (age 10) and Aubree (age 7).
During Donna’s spare time, she loves to spend time with their children and grandchildren, golf, go for rides on their Harley-Davidson, and travel.