Jared Empey, MSFS
Chief Compliance Officer
Marty Watkins, CFP®
President/ CIO
Sam Watkins, CFP®
CEO
Richard M. Lee, MD, CRPC®, AWMA™
Financial Advisor
C. Richard Hopkins, MD, CRPC®
Financial Advisor
Michael Espinosa CFP®
President of TrueNorth Retire
Our Team
Joe Griffin
CEO
Mallory Adams-Faulkner
COO
Tre Nelson
Lead Paraplanner
Thomas Reed
Lead Paraplanner / Wealth Associate
Carter Larsen
Paraplanner / Advisor Assist
Jessica Balkman
Director of Retirement Services
Leah Claspell
Paraplanner / Advisor Assist
Brooke Napier
Operations Coordinator
Jacob Shiffrin, AWMA™
Wealth Associate
Amber Miller
Client Relations / Office Manager
Abigail Mills
Client Relations Manager
Abby Johnson
Client Service Specialist