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
Jacob Shiffrin, AWMA™
Wealth Associate
Amber Miller
Office Manager
Abigail Mills
Advisors Relations
Abby Johnson
Operations