335 Tamiami Trail,
We provide independent advice, objective research, and proactive service to help individuals build, manage, and preserve wealth to achieve their life goals. We work with clients who value a personal relationship with their advisory team and a comprehensive approach to managing all of their investment, insurance, tax consideration, and estate planning needs. To ensure a coordinated strategy, we partner with clients and their other trusted tax and legal advisors to facilitate estate investment planning strategies and to educate families to prepare heirs for wealth transfer.
The goal of Polaris Financial Strategies Group is to serve our clients, earn their loyalty and trust, and form a relationship that lasts a lifetime. It would be our pleasure to meet and clarify your life goals and create a concise financial plan.
Leslie E. Dunn is the founder and managing principal of Polaris Financial Strategies Group. She has a flair for planning and shares that gift with her clients. Leslie is a graduate of State College of Florida. She has more than 35...
Planning, process, results. Christina helps her private clients with all aspects of their financial planning, asset, income and risk management, succession and strategic legacy planning. A consistent process, ongoing communication and...
Margaret Kriviski joined Polaris Financial Strategies Group in 2012 and is based in the Virginia office. Previously, Marge worked with GDIT in the finance department. Her experience spans from large to small companies. She enjoys...
Client Services Associate
Jacqueline Bobzien joined the Polaris Financial Strategies Group in 2021 based in the Florida office. She graduated from Western State College of Colorado with dual degrees in business administration and outdoor leadership & resort...
Jesse Kriviski started working at Polaris Financial Strategies Group as an intern after her senior year in high school. While still maintaining the website and social platforms, she graduated from Purdue University with a degree in...
Harmeet Grewal joined the team in 2021 in the Virginia office. He brings great enthusiasm for research of investments and an extensive knowledge base in the IT platform. He attends George Mason University full time pursuing his...
Head of Security
Ruger first joined Polaris Financial as an intern in 2013. She relocated from Florida upon taking a permanent role on the security team for Polaris Financial a year later, where she heads up the behind-the-scenes oversight of security...
Supervisor of Security
Employee Retention Supervisors
Polaris Financials’ newest department, Employee Retention, is manned by Penny and Raj. This dream team has the job of keeping employees on task by walking over keyboards and assuring that birds do not go unwatched. They are a...
Casey Jones is the most recent addition to our team. She is an accomplished equestrian enthusiast and international competitor, renowned for her exceptional skills in the equestrian world. Casey’s passion for equestrian sports...