Jared Empey, MSFS
Chief Compliance Officer
Martin Watkins, CFP®
President/ CIO
Sam Watkins, CFP®
CEO
Michael Espinosa CFP®
President of TrueNorth Retire
Richard M. Lee, MD, CFP®, TPCP®, CRPC™, AWMA™
Financial Advisor
C. Richard Hopkins, MD, CRPC™, AWMA™
Financial Advisor
Zac Whitlock, CFP®
Financial Advisor
Our Team
Mallory Adams-Faulkner
COO
Jessica Balkman
Director of Retirement Services
Thomas Reed, CFP®
Senior Paraplanner
Carter Larsen
Lead Paraplanner / Wealth Associate
Leah Gannaway
Paraplanner /
Wealth Associate
Jacob Watkins
Paraplanner /
Wealth Associate
Devon Duffy
Paraplanner /
Wealth Associate
Abigail Mills
Concierge Onboarding Specialist
Amber Miller
Concierge Onboarding Specialist
Abby Johnson
Retirement Relations Manager
Heidie Benson
Office Manager
Gabby Perkins
Assistant Office Manager