Our Advisors

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