A Culture of Growth and Opportunity: Announcing 2025 Promotions

At True North, we believe that building a great firm starts with investing in great people. As we step into 2025, we are proud to recognize the individuals who have exemplified our core values, demonstrated commitment to our mission of Fulfilling Lives, and played a vital role in shaping the future of our firm.

Promoting from within is not just a practice—it’s a philosophy that fuels our culture of teamship. We believe in nurturing talent, recognizing excellence, and creating meaningful career trajectories for those who lead with purpose, run through walls, and drive impact.

We are honored to celebrate the following team members and their well-deserved promotions:

🔹 Brian Heider, CFA®, CAIA®, Deputy Chief Investment Officer
🔹 Blake Kinney, Senior Director of Partnership Integration
🔹 Colin Bindner, CFP®, Senior Wealth Manager
🔹 Jamie Scott, CFP®, Director of Wealth Planning
🔹 Preston Morrison, CFP®, Wealth Manager
🔹 Anna Hamilton, Senior Associate Wealth Manager
🔹 Andrew Oberst, CFP®, Director of Trading
🔹 Marisa Trevino, Manager of Trading
🔹 Grant Bennett, Senior Portfolio Analyst
🔹 Luke Anderson, Senior Investment Analyst
🔹 Sofia Young, Associate Wealth Planner
🔹 Caleb Clasen, CFP®, Associate Wealth Manager
🔹 Mary Claire Leath, Client Operations Analyst

As we continue to grow, we remain steadfast in our dedication to fostering an environment where our team members can thrive, take ownership of their careers, and make a difference.