Our Advisors

Marty Watkins, CFP®

President/ CIO

Sam Watkins, CFP®

CEO

C. Richard Hopkins, MD, CRPC®

Financial Advisor

Jared Empey, MSFS

Financial Advisor

Richard M. Lee, MD, CRPC™, AWMA™

Financial Advisor

Michael Espinosa

President of TrueNorth Retire

Our Team

Joe Griffin

CEO

Mallory Adams-Edinborough

COO

Tre Nelson

Lead Paraplanner

Thomas Reed

Paraplanner

Carter Larsen

Paraplanner

Jessica Osterloh

Director of Retirement Services

Leah Claspell

Advisor Assist

Brooke Buechele

Advisor Relations

Sara Dewitt

Marketing

Amber Miller

Office Manager

Abigail Mills

Advisors Relations

Abby Johnson

Operations