Our Advisors

President Marty Watkins

Marty Watkins, CFP®

President / CIO

CEO Sam Watkin

Sam Watkins, CFP®

CEO

Financial Advisor Richard Hopkins

Richard Hopkins, MD, CRPC®

Financial Advisor

Financial Advisor Jared Empey

Jared Empey, MSFS

Financial Advisor / CCO

Financial Advisor Richard M. Lee

Richard M. Lee, MD, CRPC®, AWMA™

Financial Advisor

President of TrueNorth Retire Michael Espinosa

Michael Espinosa, CFP®

President of TrueNorth Retire

Our Team

COO Mallory Adams-Faulkner

Mallory Adams-Faulkner

COO

Director of Retirement Services Jessica Balkman

Jessica Balkman

Director of Retirement Services

Lead Paraplanner Thomas Reed

Thomas Reed

Lead Paraplanner

Advisor Assist Leah Claspell

Leah Claspell

Advisor Assist

Advisor Relations Brooke Buechele

Brooke Buechele

Advisor Relations

Wealth Associate Jacob Shiffrin

Jacob Shiffrin, AWMA™

Wealth Associate

Paraplanner Carter Larsen

Carter Larsen

Paraplanner

Office Manager Amber Miller

Amber Miller

Office Manager

Advisor Relations Abigail Mills

Abigail Mills

Advisor Relations

Operations Abby Johnson

Abby Johnson

Operations