Marty Watkins, CFP®
President/ CIO
Sam Watkins, CFP®
CEO
Richard Hopkins, MD, CRPC®
Financial Advisor
Jared Empey, MSFS
Financial Advisor
Richard M. Lee, MD, CRPC®, AWMA™
Financial Advisor
Michael Espinosa, CFP®
President of TrueNorth Retire
Our Team
Joe Griffin
CEO
Mallory Adams-Edinborough
COO
Tre Nelson
Lead Paraplanner
Jessica Balkman
Director of Retirement Services
Thomas Reed
Paraplanner
Leah Claspell
Advisor Assist
Brooke Buechele
Advisor Relations
Sara Dewitt
Marketing
Carter Larsen
Paraplanner
Amber Miller
Office Manager
Abigail Mills
Advisor Relations
Abby Johnson
Operations