Every person at True North finds purpose and great motivation in finding ways to help our clients achieve an “ah-ha” moment. That’s the moment when they realize that all the pieces of their financial puzzle fit together in a long term plan that is unique to them and that has a good probability of achieving their goals.
True North is setup in teams to serve clients. This enables our people to specialize and focus on serving a designated group of clients with their specialized expertise. As a client, you receive the benefits of our teams collaborating together to deliver True North’s disciplined wealth management process and personalized client experience.
Leadership Team
Scott A. Wood, CIMA, CPWA®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
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, MBAChief 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. FitzsimmonsDirector 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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Paula P. HoltDirector 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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Wealth Managers
Michael J. Anderson, JD, MS, CFP®Vice President, Wealth Manager
Mike Anderson is a Wealth Manager at True North Advisors. Mike specializes in delivering complex wealth management strategies to affluent and ultra-affluent individuals and families…
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Timothy L. Dwight, MBA, CFAVice 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, MBAVice 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. LeonardVice President, Wealth Manager
As a Wealth Manager, Lisa works to enhance each client relationship she manages and continues to strengthen True North’s commitment to superior investment management and client service. Lisa has just shy of 20 years of…
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Kristen PrinceWealth Manager
Kristen joined True North Advisors in 2007. As a Wealth Manager and Portfolio Analyst, Kristen is responsible for serving clients, understanding their goals and helping them achieve those goals…
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J. Stephen PennerManaging 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 PorterVice 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…
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Portfolio Management & Research
Matt E. FitzsimmonsDirector 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 HaarstickSenior 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, CAIAResearch Analyst, Technology Solutions Manager
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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Crystal BradleyPortfolio Analyst
Crystal joined True North Advisors in early 2007 and has over 10 years of experience in trading, portfolio management, and client service. In her role as Portfolio Analyst, she works closely with the research team…
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Brandon MarlowPortfolio 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…
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Svetlana KouzmenkoData & Financial Analyst
Lana joined True North’s team in February, 2012. She serves as the firm’s Data & Financial Analyst. In her role, she is responsible for executing processes to ensure the highest possible data quality…
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Michael MoralesController
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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Operations & Support
Paula P. HoltDirector 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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Rachel BuieCompliance Manager
Rachel is the Compliance Manager for True North. She is responsible for day to day compliance efforts, including reviewing, updating, and filing required regulatory disclosures and amendments…
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Lacey EighornClient Service Associate
Lacey joined True North in January of 2011 as a Client Service Associate. In her role, she is responsible for helping clients with daily account service and providing operational support to the firm…
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Cassandra HumphreysClient Service Associate
Cassandra joined True North in February, 2012. In her role as a Client Service Associate, Cassandra assists clients by handling account service transactions, paperwork processing, and report requests…
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Ellen PawkettClient Service Associate
Ellen brings over 28 years of financial services experience to her role as a Client Service Associate. At True North, she has served clients for over six years. Ellen joined the firm…
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Tisa SalterClient Service Associate
At True North, Tisa works with advisors to serve clients by handling account service requests and inquiries. Tisa came to True North in late 2008 from Goldman Sachs…
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Rebecca PriceAdministrative Associate
Rebecca joined True North in October 2011. She serves as the firm’s receptionist, welcoming clients at the firm’s offices and on the phone. Additionally, Rebecca supports the operations teams…
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