OUR TEAM

AllBusiness DevelopmentBusiness OperationsClient OperationsClient Wealth ManagementFinancial Planning Committee (FPC)Institutional ServicesInvestment Policy Committee (IPC)Investments/ResearchLeadershipShareholders

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Scott A. Wood, CIMA®, CPWA®

Mark 1070Col

Mark Gehlbach, CPWA®

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Lisa Anderson, CDFA®

Mike A-1379-Col

Michael J. Anderson, JD, CFP®

Colin Bindner, CFP®, Associate Wealth Manager

Colin Bindner, CFP®

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Matt Borowski, CPWA®

Katie Botik, VP Human Resources

Katie Botik

Caleb Brian, CFP®, Wealth Manager

Caleb Brian, CFP®

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Ryan Brown

Chris Conlan, Vice President of New Relationships

Chris Conlan

Kellie Crewse, Senior Wealth Manager

Kellie Crewse

Claire Daigle: Receptionist and Office Coordinator

Claire Daigle

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Paula P. Davis

Adam Farris, Associate Wealth Manager

Adam Farris, CFP®, CPA

Tom Flood, Client Service Specialist

Tom Flood

Connor Gross: Investment Manager

Connor Gross

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Brian Heider, CFA®, CAIA®

Marisa Helland, Portfolio Analyst

Marisa Helland

Meredith Khonsari, Executive Assistant

Meredith Khonsari

Blake Kinney, Business Operations Analyst

Blake Kinney

DHRUV MANIKTALA, PRINCIPAL AND VICE PRESIDENT OF GLOBAL INVESTMENT STRATEGY

Dhruv Maniktala, CFA®

Valerie McDonald - Portfolio Analyst

Valerie McDonald

Jamil McNeal, Senior Investment Analyst

Jamil McNeal, CFA®, CAIA®

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Andrew Oberst, CFP®

Chris Pate - MANAGING DIRECTOR, TRUE NORTH FORT WORTH

Chris Pate

Vanessa Ramic, Director of Operations

Vanessa Ramic

Amanda Sasko, Associate Wealth Manager

Amanda Sasko

Danielle - CLIENT SERVICE SPECIALIST

Danielle Schneider

Jamie Scott, Associate Wealth Manager

Jamie Scott, CFP®

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Tara L. Scottino, CFP®

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William Sharp

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

Dusty Wallace, JD, CFP®

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