Our Advisors

President Marty Watkins

Marty Watkins, CFP®

President / CIO

CEO Sam Watkin

Sam Watkins, CFP®


Financial Advisor Jared Empey

Jared Empey, MSFS

Financial Advisor / CCO

Financial Advisor Richard Hopkins

Richard Hopkins, MD, CRPC®, AWMA™

Financial Advisor

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


Director of Retirement Services Jessica Balkman

Jessica Balkman

Director of Retirement Services

Lead Paraplanner Thomas Reed

Thomas Reed

Lead Paraplanner / Wealth Associate

Advisor Assist Leah Claspell

Leah Claspell

Paraplanner / Advisor Assist

Advisor Relations Brooke Buechele

Brooke Napier

Operations Coordinator

Wealth Associate Jacob Shiffrin

Jacob Shiffrin, AWMA™

Wealth Associate

Paraplanner Carter Larsen

Carter Larsen

Paraplanner / Advisor Assist

Office Manager Amber Miller

Amber Miller

Client Relations / Office Manager

Advisor Relations Abigail Mills

Abigail Mills

Client Relations Manager

Operations Abby Johnson

Abby Johnson

Client Service Specialist