OUR TEAM

AllBusiness DevelopmentBusiness Operations & SupportClient ServicesExecutive TeamFinancial PlanningInvestment TeamPortfolio ManagementShareholdersWealth Advisory

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Scott A. Wood, CIMA®, CPWA®

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Mark Gehlbach, CPWA®

DHRUV MANIKTALA, PRINCIPAL AND VICE PRESIDENT OF GLOBAL INVESTMENT STRATEGY

Dhruv Maniktala, CFA®

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Paula P. Davis

Chris Pate - MANAGING DIRECTOR, TRUE NORTH FORT WORTH

Chris Pate

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William Sharp

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Michael J. Anderson, JD, CFP®

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Tara L. Scottino, CFP®

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Brian Heider, CFA®, CAIA®

Dusty Wallace, Vice President of Financial Planning for True North Financial Advisors

Dusty Wallace, JD, CFP®

Chris Conlan, Vice President of New Relationships

Chris Conlan

Vanessa Ramic, Director of Operations

Vanessa Ramic

Katie Botik, VP Human Resources

Katie Botik

Jamil McNeal, Senior Investment Analyst

Jamil McNeal, CFA®, CAIA®

Amanda Sasko, Associate Wealth Manager

Amanda Sasko

Holly Wilkins, TNA Marketing Manager

Holly Wilkins

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Matt Borowski, CPWA®

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Ryan Brown

Tom Flood, Client Service Specialist

Tom Flood

Marisa Helland, Portfolio Analyst

Marisa Helland

Blake Kinney, Business Operations Analyst

Blake Kinney

Kellie Crewse, Senior Wealth Manager

Kellie Crewse

Meredith Khonsari, Executive Assistant

Meredith Khonsari

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Andrew Oberst, CFP®

Danielle - CLIENT SERVICE SPECIALIST

Danielle Schneider

Layla Adams

Layla Adams

Colin Bindner, CFP®, Associate Wealth Manager

Colin Bindner, CFP®

Claire Daigle: Receptionist and Office Coordinator

Claire Daigle

Connor Gross: Investment Manager

Connor Gross

Caleb Brian, CFP®, Wealth Manager

Caleb Brian, CFP®

Adam Farris, Associate Wealth Manager

Adam Farris, CFP®, CPA

Jamie Scott, Associate Wealth Manager

Jamie Scott, CFP®

Micah Adams, Associate Wealth Manager

Micah Adams

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