Our Advisors

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

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

Gabby Perkins

Assistant Office Manager