Jared Empey, MSFS
Financial Advisor
Richard M. Lee, MD, CRPC®, AWMA™
Financial Advisor
Marty Watkins, CFP®
President/ CIO
Sam Watkins, CFP®
CEO
C. Richard Hopkins, MD, CRPC®
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 Balkman
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