Moxie Wealth Management Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

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.

Find Moxie Wealth Management employees' phone numbers or email addresses

Moxie Wealth Management Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Moxie Wealth Management's Leadership

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    J. S. B.
    Podcast Show Host (the Ascent Podcast)
    Phone icon
  • Stylized image of a person
    J. M.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    P. E.
    Practice Coordinator
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  • Stylized image of a person
    C. M.
    Practice Coordinator
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Moxie Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Moxie Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. S. B.
    Podcast Show Host (the Ascent Podcast)
    Phone icon
    United StatesMinnesota
    Oct 26, 2025
  • Stylized image of a person
    J. M.
    Administrative Assistant
    Phone icon
    United StatesMinnesota
    Nov 21, 2025
  • Stylized image of a person
    P. E.
    Practice Coordinator
    Phone icon
    United StatesMinnesota
    Oct 19, 2025
  • Stylized image of a person
    C. M.
    Practice Coordinator
    Phone icon
    United StatesMinnesota
    Oct 23, 2024

Frequently Asked Questions

What is Moxie Wealth Management known for?

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Moxie Wealth Management was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 2701 University Avenue Southeast Minneapolis, Minnesota 55414 United States; you can contact the main corporate office by phone at . Explore Moxie Wealth Management's company overview page for more information.

What is Moxie Wealth Management's most common email format?

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Moxie Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Moxie Wealth Management email formats with LeadIQ.

How many employees does Moxie Wealth Management have currently?

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Moxie Wealth Management has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Moxie Wealth Management's key employees and leadership?

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As of February 2026, Moxie Wealth Management's key employees include:

  • Podcast Show Host (the Ascent Podcast): J. S. B.
  • Administrative Assistant: J. M.
  • Practice Coordinator: P. E.
  • Practice Coordinator: C. M.

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