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®, AWMA™
Financial Advisor
Michael Espinosa CFP®
President of TrueNorth Retire
Our Team
Mallory Adams-Faulkner
COO
Thomas Reed
Lead Paraplanner / Wealth Associate
Carter Larsen
Paraplanner / Advisor Assist
Jessica Balkman
Director of Retirement Services
Leah Claspell
Paraplanner / Advisor Assist
Abigail Mills
Client Relations Manager
Amber Miller
Client Relations / Office Manager
Abby Johnson
Retirement Relations Manager
Heidie Benson
Office Manager
Zac Whitlock
Paraplanner / Advisor Assist
Jacob Watkins
Paraplanner / Advisor Assist