Our Founders

Group 174@2x

I’m a coach at heart and take pride in holding us and you accountable to the things you care about most.

Rick Beyer

Managing Director
IMG_7628

I care about you and the quality of the relationship you have with our firm. I’m eager to find out how we can help.

Jason Kirstein

Director of Client Experience
NM_16@2x

As a life-long healthcare and benefits provider, I understand the quality of benefits matters.

Therese Birk

Director of Finance and Employee Benefits
Rectangle 147205@2x

GoldBook Financial North Scottsdale was awarded the 2019 Insurance Producer and Lives Leader.

Our Accomplishments

MDRT Top of the Table

 

Rick Beyer is a Lifetime MDRT Member and received the highest level of Million Dollar Round Table membership.

Top of the Table qualification places him among the top professionals in the global financial services industry.

It recognizes demonstration of exceptional professional knowledge, strict ethical conduct and outstanding client service.

2020 Top Employee Benefits Consultants

 

Arizona Business Journal’s premier Book of List compiled by the research teams of 40 newsrooms that offers a deep look at the largest and most influential players in the industry sectors that define our local economies, has nominated GoldBook Financial North Scottsdale as one of the Top 15 Employee Benefit Consultants in Arizona.

MassMutual Top of the Council

 

In 2019, Rick Beyer and his team at GoldBook Financial North Scottsdale qualified for MassMutual Top of the Council.

This qualification represents the elite of the MassMutual field force and is limited to the top 125 advisors in the country.

NAIFA Quality Award

 

In 2019, spanning consistently over a decade, Rick Beyer achieved National Quality recognition in all categories of Life Insurance and Annuities.

The Association of Insurance and Financial Advisors (NAIFA) Quality Award demonstrates a commitment to excellence measured through policy volume and persistency and with an emphasis on client ethics and suitability.

Our Accomplishments

MDRT Top of the Table

 

Rick Beyer is a Lifetime MDRT Member and received the highest level of Million Dollar Round Table membership.

Top of the Table qualification places him among the top professionals in the global financial services industry.

It recognizes demonstration of exceptional professional knowledge, strict ethical conduct and outstanding client service.

2020 Top Employee Benefits Consultants

 

Arizona Business Journal’s premier Book of List compiled by the research teams of 40 newsrooms that offers a deep look at the largest and most influential players in the industry sectors that define our local economies, has nominated GoldBook Financial North Scottsdale as one of the Top 15 Employee Benefit Consultants in Arizona.

MassMutual Top of the Council

 

In 2019, Rick Beyer and his team at GoldBook Financial North Scottsdale qualified for MassMutual Top of the Council.

This qualification represents the elite of the MassMutual field force and is limited to the top 125 advisors in the country.

NAIFA Award

NAIFA Quality Award

 

In 2019, spanning consistently over a decade, Rick Beyer achieved National Quality recognition in all categories of Life Insurance and Annuities.

The Association of Insurance and Financial Advisors (NAIFA) Quality Award demonstrates a commitment to excellence measured through policy volume and persistency and with an emphasis on client ethics and suitability.