Fort Worth, TX

The Fort Worth Team

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  Chris Pate Chief Operating Officer; Partner

  

  Chris Pate

  Chief Operating Officer; Partner

  Chris Pate is Chief Operating Officer of True North Advisors. In addition to his role on the Investment Team, his duties include oversight of True North’s Wealth Management and Wealth Planning Teams. He is intimately involved with sourcing and evaluating private investment opportunities for the firm, adding a unique perspective to building bespoke private investment portfolios designed specifically for advisory clients. Chris also serves on True North’s Management Committee and Leadership Team and is a voting member of the firm’s Investment Policy Committee. Chris initially joined True North in 2019 as Managing Director in our Fort Worth office.

  Prior to True North, he spent eight years managing the investment activities for Western Commerce Group in Fort Worth. His responsibilities included oversight of both public markets and private investments within Western’s investment advisory operations, including equities, fixed income, alternatives, and hard assets. Before joining Western, Chris spent 11 years at Q Investments, a $2.5 billion (as of 2011) Fort Worth multi-strategy hedge fund founded in 1994.

  The firm’s mission is Fulfilling Lives™, and Chris supports this by his leadership activities in the firm, his work on the alternative investment platform, and his supervision of key client relationships.

  Chris graduated Cum Laude from Texas Wesleyan University in May 2000 with a Bachelor of Business Administration in Finance and Economics. He lives in Fort Worth, spends his free time with his wife and three children, and is an active member of Young Presidents’ Organization and American Enterprise Institute.

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  Zachary A. Kuhlman Senior Director of Wealth Management, Partner

  

  Zachary A. Kuhlman

  Senior Director of Wealth Management, Partner

  Zachary has spent over fifteen years working in multi-family investment offices in North Texas. His work has focused on advising families in areas of balance sheet risk management, portfolio asset allocation, and multi-generational wealth planning strategies. 

  Zachary joined True North Advisors in 2022 and is a Senior Director of Wealth Management and Partner of the firm based in the Fort Worth office. He supports high-net-worth families, business owners, and entrepreneurs by providing disciplined advice and highly tailored solutions for investment management and wealth planning. 

  Before joining True North, Zachary served for six years as an Advisor for CH Investment Partners, a multi-family investment office founded by the Trammell Crow Family. Prior to that, he spent five years serving in various roles at Brownlie & Braden, LLC, a North Texas based investment advisory firm. Throughout his career he has been devoted to serving families and helping them steward their wealth. 

  The firm's mission is Fulfilling Lives™, and Zachary supports this by thoroughly understanding a family's goals and objectives, implementing planning to accomplish them, and solving any problems that arise along the journey. He has a servant's heart by nature and gains personal fulfillment and happiness by helping others achieve theirs. 

  Zachary is a 2010 graduate of the Hankamer School of Business at Baylor University where he earned a B.B.A. in Finance and Real Estate. In 2015, he earned an M.B.A. from the Cox School of Business at Southern Methodist University with concentrations in both Finance and Real Estate. 

  A true Texan, Zachary has never lived outside the state. He currently lives in Aledo, Texas with his wife Sarah and their three children, Charlotte, George, and Mary Claire. He enjoys spending time with family, supporting his wife and children in their endeavors, and serves on the Board of Directors of Aledo Athletics, Inc., a 501(c)(3) non-profit youth baseball league in Aledo, Texas. 

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  Danielle Walker Director of Investor Relations

  

  Danielle Walker

  Director of Investor Relations

  As Director of Investor Relations at True North, Danielle partners with the investment team to create investment presentations, commentaries, and fact sheets. She assists with investment communications and financial reporting. Danielle is tasked with cultivating and maintaining relationships with investors with the goal of expanding the reach of the firm’s alternative investment platform.

  Danielle has a background in private equity, fundraising, and commercial real estate. Most recently, she served as Vice President of Investor Relations at Rex Tech Ventures. As VP, she advised the Founder & CEO on overall strategy and positioning and identified, cultivated, and solicited high-net-worth individuals and family offices to invest in the venture studio. Before Rex Tech Ventures, she worked in investor relations for Kairos Ventures, an early-stage venture capital fund. While there, she managed relationships of 150 limited partners across four funds and assisted in fundraising efforts to grow Kairos’s AUM from $45M to $250M+ in three years.

  Before Kairos, Danielle worked in the Development Office at the California Institute of Technology (“Caltech”), managing fundraising efforts from major donors in Caltech’s $2B Breakthrough fundraising campaign. Previously, Danielle served as a Corporate Services Manager at Cushman & Wakefield, a leading global real estate services firm, where she managed Health Net, Inc.’s national real estate portfolio to help it contain costs and standardize its deal term sheets, lease agreements, subleases, and purchase and sale agreements.

  The firm’s mission is Fulfilling Lives™, and Danielle supports this by seeking innovative ways to expand the reach of the firm’s alternative investment platform.

  Danielle received a BA in English from Princeton University and was a member of the Cap & Gown Club and the Social Chairperson for the University. She also received a JD from the University of Michigan Law School and was Vice Chancellor of the Barristers.

  Danielle currently lives in Fort Worth, Texas. She enjoys attending TCU sporting events, hiking, paddle boarding, camping, doing yoga, and playing tennis and soccer. She is a member of the DFW/North Texas Chapter of the Hikerbabes Community, a diverse group of women who share a passion for the outdoors.

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  Preston Morrison CFP® Wealth Manager

  

  Preston Morrison

  CFP® Wealth Manager

  As a Wealth Manager in True North's Fort Worth office, Preston oversees portfolio management and the day-to-day stewardship of his client relationships. True North's mission is Fulfilling Lives™, and Preston brings that mission to life through the high-touch attention he offers the families, business owners, and entrepreneurs he serves. As a CERTIFIED FINANCIAL PLANNER®, he takes a holistic approach to wealth planning—aligning each strategy with the goals and priorities that matter most to his clients. 

  He joined the firm in 2021 as a Portfolio Analyst, where he managed trading and helped construct thoughtful, customized client portfolios. He was later promoted to Associate Wealth Manager, partnering with the Directors and Senior Wealth Manager in Fort Worth to deepen client service. 

  Before launching his career in wealth management, Preston pitched in the Chicago Cubs minor league organization—the culmination of a college pitching career that later earned him induction into the TCU Athletics Hall of Fame. He holds a Bachelor of Science in Economics and a minor in History from the university.

  Outside the office, he and his wife, Kristen, are raising their two children, Miles and Jane, in Fort Worth, along with their rescue pets. Both former student-athletes, Preston and Kristen love cheering on their alma mater on game days. 

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  Scott Skrocki CFP® Associate Wealth Manager

  

  Scott Skrocki

  CFP® Associate Wealth Manager

  Scott joined the True North team as an Associate Wealth Manager in June of 2026. In his role, he engages in and oversees client relationships, working to build intentional partnerships that go beyond the numbers. Scott focuses on all corners of the planning process — tax strategy, estate design, business structure, and cash flow management — helping clients see how each moving piece of their financial life connects to the bigger picture.

  Prior to joining True North, Scott served as a Wealth Planning Analyst at Cadence Bank. In this role, he gained hands-on experience across paraplanning, portfolio management, and direct client service, developing a deep appreciation for the trust and care that meaningful client relationships require.

  The firm's mission is Fulfilling Lives™, and Scott exemplifies this by striving to be intentional with his clients and peers alike — putting others first in every interaction and seeking to add value in ways both big and small.

  Scott was born and raised in Tyler, Texas, before graduating from Texas A&M University with a bachelor’s degree in finance. As a CERTIFIED FINANCIAL PLANNER® professional, Scott is held to a fiduciary standard and brings a comprehensive lens to tax, estate, investment, business, and cash flow planning — helping clients navigate every stage of their financial journey with clarity and confidence.
  Outside of work, Scott loves spending time with his wife, chasing a low handicap on the golf course, and doing life with his community. He has a soft spot for a good roller coaster and is known to entertain friends and family with a card trick or two whenever the moment calls for it.

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  Angelo DeGuglielmo Wealth Analyst

  

  Angelo DeGuglielmo

  Wealth Analyst

  Angelo joined True North Advisors in 2026 as a Wealth Analyst, where he supports the firm's wealth management team through portfolio management, trading, reporting, rebalancing, liquidity management, and investment research. He enjoys helping advisors build customized investment portfolios and delivering exceptional service to clients.

  Before attending Baylor University, Angelo began building his career in financial services through internships and hands-on industry experience. His passion for investing started at a young age, leading him to pass the Securities Industry Essentials (SIE) exam at 18 and the Series 7 and Series 63 exams at 19. Today, he brings nearly four years of experience in the financial services industry to his role at True North.
  True North's mission is Fulfilling Lives™, and Angelo supports that mission by approaching every portfolio and client relationship with care, discipline, and a commitment to long-term success.

  Originally from Wilbraham, Massachusetts, Angelo began working at his family's pizza shop at 13 years old, where he developed a strong work ethic and appreciation for serving others. He graduated from Baylor University with degrees in Finance and Entrepreneurship. Outside the office, he enjoys studying investments and economics, following the financial markets, and spending time with family and friends.

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  Joe Rolwes Client Operations Analyst

  

  Joe Rolwes

  Client Operations Analyst

  Joe joined True North Advisors in 2026 as a Client Operations Analyst, where he plays an integral role in supporting the wealth management team and the clients they serve. He supports advisors by managing money movement, account maintenance, asset transfers, and ensuring the accuracy and efficiency of all workflows. Joe approaches his work with a commitment to attention to detail, accuracy, and reliability.

  Prior to joining True North, Joe held his Series 7 and Series 66 licenses at Schwab, where he assisted clients and advisors with trading, account maintenance, money movement, and day-to-day support.

  The firm's mission is Fulfilling Lives™, and Joe supports this by striving to ensure every operational detail is handled with care and precision, contributing to a client experience that is both seamless and trustworthy.

  Joe grew up St. Louis, Missouri and earned a Bachelor of Economics at the University of Dallas. In his free time, he enjoys staying active, golfing, and spending time with his friends and family.