Our Advisors

Jared Empey, MSFS

Chief Compliance Officer

Marty Watkins, CFP®

President/ CIO

Sam Watkins, CFP®


Richard M. Lee, MD, CRPC®, AWMA™

Financial Advisor

C. Richard Hopkins, MD, CRPC®, AWMA™

Financial Advisor

Michael Espinosa CFP®

President of TrueNorth Retire

Our Team

Mallory Adams-Faulkner


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