Marty Watkins, CFP®
President / CIO
Sam Watkins, CFP®
CEO
Richard Hopkins, MD, CRPC®
Financial Advisor
Jared Empey, MSFS
Financial Advisor / CCO
Richard M. Lee, 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
Lead Paraplanner
Leah Claspell
Advisor Assist
Brooke Buechele
Advisor Relations
Jacob Shiffrin, AWMA™
Wealth Associate
Carter Larsen
Paraplanner
Amber Miller
Office Manager
Abigail Mills
Advisor Relations
Abby Johnson
Operations