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