Our Advisors

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

Carter Larsen

Paraplanner

Jessica Balkman

Director of Retirement Services

Leah Claspell

Advisor Assist

Brooke Buechele

Advisor Relations

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Jacob Shiffrin, AWMA™

Wealth Associate

Amber Miller

Office Manager

Abigail Mills

Advisors Relations

Abby Johnson

Operations