Our team structure enables our people to specialize in on one area of focus and be the best-in-class in that area. As a client, you receive the benefits of our teams collaborating together in the delivery of True North’s disciplined, wealth management process and directing you towards your goals and objectives.
| Leadership Team |
Wealth Managers |
Business Development |
Portfolio Management & Research |
Operations & Support |
Leadership Team
Scott A. Wood, CIMA, CPWA®
Founding Principal
Founding Principal
In addition to a BBA degree in Finance and Economics from Baylor University, Scott holds the Certified Investment Management Analyst (CIMA) designation…
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Mark H. Gehlbach, CPWA®
Founding Principal
Founding Principal
Mark began his career in the mid-90’s with Salomon Smith Barney’s Consulting Group, where he was responsible for providing investment advisory and wealth management services…
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Vic Esclamado, MBA
Chief Operating Officer
Chief Operating Officer
Vic joined the True North team in July 2009 as Chief Operating Officer. In his role, Vic manages all the business and operational aspects of the firm. His focus is to ensure that the firm’s people…
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Matt E. Fitzsimmons
Director of Research
Director of Research
As one of the original members of the True North team, Matt is a principal of the firm and a member of our Investment Policy Committee. Matt has a BBA in Finance from Southern Methodist University…
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Barron D. Beal
Director of Sales & Wealth Management
Director of Sales & Wealth Management
As the newest member of True North’s leadership team, Barry is responsible for the firm’s growth, execution and delivery of Wealth Management services. Possessing an insight gained…
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Paula P. Holt
Director of Administration
Director of Administration
At True North, Paula oversees human resources, manages the daily administrative functions of the office and serves as a project manager for the execution of…
(Read More)Wealth Managers
Barron D. Beal
Director of Sales & Wealth Management
Director of Sales & Wealth Management
As the newest member of True North’s leadership team, Barry is responsible for the firm’s growth, execution and delivery of Wealth Management services. Possessing an insight gained…
(Read More)
Michael J. Anderson, JD, MS, CFP®
Vice President, Wealth Manager
Vice President, Wealth Manager
Mike has broad experience in wealth management. He comes to True North having worked in various aspects of the business including the development and ongoing management of financial plans…
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Brennan G. Cross, MBA
Vice President, Wealth Manager
Vice President, Wealth Manager
Brennan joined True North in 2006 as a Wealth Manager. Since then, he has been guiding clients towards achieving their goals and objectives. He believes that stewardship in his role…
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Timothy L. Dwight, CFA
Vice President, Wealth Manager
Vice President, Wealth Manager
Tim joined True North from Dyer, Robertson & Lamme, an investment management and trust company in Houston. As a portfolio manager and analyst, he served high net worth individuals…
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Adam Goldenberg, MBA
Vice President, Wealth Manager
Vice President, Wealth Manager
Adam joined True North in July 2007. His investment career originally began in New York with Goldman, Sachs & Co where he worked in the Investment Management Division…
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Lisa T. Leonard
Vice President, Wealth Manager
Vice President, Wealth Manager
Lisa brings more than 14 years of client and wealth management expertise to True North. In her role, she works to enhance each client relationship and continues to strengthen True North’s commitment…
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J. Stephen Penner
Managing Director
Managing Director
Steve brings around 40 years of investment experience to the True North team. After graduating from the University of Texas with a B.B.A. in Finance and serving in the U.S. Marine Corps…
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Britt Porter
Vice President, Wealth Manager
Vice President, Wealth Manager
Britt joined True North Advisors in 2008 establishing the first True North office outside of Dallas. His financial consulting career began in 1996 with AXA Advisors with an emphasis on comprehensive…
(Read More)Business Development
Barron D. Beal
Director of Sales & Wealth Management
Director of Sales & Wealth Management
As the newest member of True North’s leadership team, Barry is responsible for the firm’s growth, execution and delivery of Wealth Management services. Possessing an insight gained…
(Read More)
Daniel E. Archer, CFP®
Senior Vice President, Business Development Officer
Senior Vice President, Business Development Officer
Dan joined True North Advisors in 2006 and has over 13 years experience in planning and investment management. He is a Certified Financial Planner™ and a member of the…
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Raymon B. Tanner
Senior Vice President, Business Development Officer
Senior Vice President, Business Development Officer
Ray brings over 15 years of investment management and retirement planning experience to the firm, counseling high net worth individuals from many different backgrounds and professions…
(Read More)Portfolio Management & Research
Matt E. Fitzsimmons
Director of Research
Director of Research
As one of the original members of the True North team, Matt is a principal of the firm and a member of our Investment Policy Committee. Matt has a BBA in Finance from Southern Methodist University…
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Chris Haarstick
Senior Research Analyst
Senior Research Analyst
Chris began his career with Jeffrey Slocum and Associates in Minneapolis where he serviced institutional clients and conducted due diligence on global equity and alternative asset managers…
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Taylor Herzog, CAIA
Research Analyst
Research Analyst
In 2006, Taylor joined the True North team as an intern and was hired to full employment in 2007. Since then, he has been practicing stewardship through prudent, intelligent…
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Kristen Lullo
Portfolio Analyst, Associate Wealth Manager
Portfolio Analyst, Associate Wealth Manager
Kristen joined True North Advisors in 2007. As a Portfolio Analyst and Associate Wealth Manager, Kristen is responsible for assiting with portfolio recommendations, rebalancing…
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Michael Morales
Portfolio Analyst, Controller
Portfolio Analyst, Controller
Michael is responsible for True North’s financial reporting, budgeting, cost accounting, forecasting, ratio analysis, and other financial analysis projects to help inform…
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Brandon Marlow
Portfolio Analyst, Associate Wealth Manager
Portfolio Analyst, Associate Wealth Manager
Brandon joined True North Advisors at the beginning of 2010 after working as an Investment Analyst for Bridge Wealth Management in Tyler, Texas. Since then, Brandon has practiced stewardship…
(Read More)Operations & Support
Paula P. Holt
Director of Administration
Director of Administration
At True North, Paula oversees human resources, manages the daily administrative functions of the office and serves as a project manager for the execution of…
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Jessica Wescott
Client Service Associate, Marketing Manager
Client Service Associate, Marketing Manager
Email at: jwescott@truenorthadvisors.com
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