Our Team

1. 

   Michael J. Anderson JD, CFP® Senior Wealth Manager; Partner

   

   Michael J. Anderson

   JD, CFP® Senior Wealth Manager; Partner

   Mike has over two decades of wealth management experience. He began his career at Evensky & Katz in Coral Gables, Florida, gaining unparalleled experience in the industry, while also establishing himself as a respected advisor, speaker, and mentor.

   Mike joined True North at the end of 2008. As a Partner and Senior Wealth Manager, Mike is widely known for his humor, empathy, practical advice, and advanced wealth management expertise. While he is a native of the Pacific Northwest, his life and career have taken him around the U.S. and overseas. Having lived in Texas (a few times!) for a total of over 20 years, Mike is proud to call Dallas/Fort Worth home.

   The firm’s mission is Fulfilling Lives™, and Mike supports this by working closely with clients in finding the right solution and strategy to meet their wealth management needs. Seeing a client’s reaction to knowing they are going to be okay, is the best part of Mike’s job.

   Mike received his bachelor’s degree from Seattle University. He also is a graduate of Texas Tech University, where he acquired his Law Degree and Master of Science in Personal Financial Planning. Mike is a Certified Financial Planner® and former U.S. Army Officer, having served in the 82d Airborne Division and the Texas Army National Guard.

   Mike currently lives in Murphy, Texas with his wife Elizabeth and their three children. Mike enjoys time with family, reading, supporting the evolution of the wealth management industry, and continually learning.

2. 

   Colin Bindner CFP® Senior Wealth Manager

   

   Colin Bindner

   CFP® Senior Wealth Manager

   As a Senior Wealth Manager at True North, Colin is responsible for providing financial planning and portfolio management for his clients. Previously the Guidance Manager at United Capital Financial Advisors, now part of Goldman Sachs, he brings a unique perspective to the work True North does by delivering quality and sound financial advice with a propensity for knowledge and curiosity. Having joined True North in 2019, Colin is passionate about finding and delivering innovative ways to enhance the client experience for the families he serves.

   The firm’s mission is Fulfilling Lives™, and Colin supports this by understanding what is truly most important to his clients, collaborating on a plan to achieve those goals, and working every day to make that plan a reality.

   Colin is a University of Texas at Dallas graduate with a Bachelor of Science in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP). When he’s not keeping busy with work, you can find him spending time with friends and family, exercising outdoors or at the gym, and playing his guitar.

3. 

   Matt Borowski CPWA®, CIMA® Senior Wealth Manager; Partner

   

   Matt Borowski

   CPWA®, CIMA® Senior Wealth Manager; Partner

   As a Partner and Senior Wealth Manager at True North, Matt is responsible for building trusted relationships with clients and serving as the integrator of their life plan. He believes Private Wealth Management requires first a deep understanding of his clients’ as people; their values, goals, relationships, and interests in addition to their financial assets.  

   Prior to joining True North in 2013, Matt developed a deep understanding of investments at JP Morgan, gaining a seasoned perspective on both public and private markets.  

   The firm’s mission is Fulfilling Lives™, and Matt supports this by working collaboratively with his clients to achieve their stated objectives and to steer clear of pitfalls along the way. Outside the office, he supports organizations focused on hunger and treatable diseases. He also serves on the Advisory Board of the Healthy Minds Initiative – a non-profit leading positive brain health transformation. 

   Matt earned a Bachelor’s in Business Administration, with a major in Marketing, at The University of Texas at Austin. He holds the designations of Certified Exit Planning Advisor through the Exit Planning Institute, as well as, a Certified Private Wealth Advisor® (CPWA), Certified Investment Management Analyst ® (CIMA) through the Investments & Wealth Institute, Certified Exit Planning Advisor (CEPA®), and continues to pursue additional learnings and educational opportunities in a variety of wealth management subjects to better serve his clients. Matt’s hobbies include cycling, snow skiing, hiking, traveling, reading, and most anything on or near a mountain.  He and his family reside in Flower Mound, TX. 

4. 

   Caleb Brian CFP® Senior Director of Wealth Planning

   

   Caleb Brian

   CFP® Senior Director of Wealth Planning

   Caleb has worked in the wealth management industry for over a decade, gaining experience in holistic wealth planning, strategic investment solutions, dynamic family governance, and family office management. 

   Caleb joined True North in 2019 and serves as the Senior Director of Wealth Planning. In this role, he brings significant technical planning experience and a pragmatic, advisor-rooted perspective along with highly sharpened problem-solving skills. Prior to assuming this position, Caleb was a Senior Wealth Manager, serving some of the firm’s most complex clients. He previously served on the board of the DFW Financial Planning Association as Director of Education. 

   Prior to joining True North, he served high and ultra-high-net-worth clients at Tolleson Wealth Management and RGT Wealth Advisors. Caleb is passionate about providing meaningful outcomes for client families through complex planning and generational wealth solutions. He also has a keen interest in business strategy and the mentorship and development of other advisors. 

   The firm’s mission is Fulfilling Lives™, and Caleb supports this with intentional focus on enhancing the planning and advisory capabilities of the firm. A more robust understanding of nuanced planning allows our advisors to help clients achieve their family’s unique life goals. 

   Caleb earned a Bachelor of Science, Cum Laude in Personal Financial Planning at Texas Tech University. His hobbies include fitness, travel, snow skiing, and technology. Outside of the office, Caleb enjoys time with family, volunteering for Carry the Load, and pursuing new learning opportunities. 

5. 

   Caleb Clasen CFP® Senior Associate Wealth Manager

   

   Caleb Clasen

   CFP® Senior Associate Wealth Manager

   Caleb joined True North in 2022 as a Client Operations Analyst. In 2024, he transitioned into the role of Associate Wealth Manager. He seeks to maintain the highest level of service to build a trusted foundation for the clients he supports.

   Prior to joining True North, Caleb was with Fisher Investments and as key support member on their Client Services team. There, he was able to build foundational skills in client services and operations while better understanding the financial services industry. He expanded his skills after taking on a new team structure to directly support the Investment Counseling team. From this experience, he brings not only an understanding of the operational skills needed to successfully complete his responsibilities at True North, but also the pursuit of bringing new ideas and processes into the role to further expand the success of his team.

   The firm’s mission is Fulfilling Lives™, and Caleb supports this by striving for the highest level of support without compromise to his commitment of building a genuine relationship with families he serves.

   Caleb graduated from The University of Texas at Dallas (UTD) with a Bachelor of Science in Finance. He then continued his education, earning his MBA from his alma mater UTD, and is a CERTIFIED FINANCIAL PLANNER®.

   His hobbies include hiking, rock climbing, snowboarding, and travelling to new countries.

6. 

   Braden Cole CFA® Senior Director of Wealth Management, Partner

   

   Braden Cole

   CFA® Senior Director of Wealth Management, Partner

   As the Senior Director of Wealth Management and Partner, Braden oversees and manages the Wealth Management team in the Dallas office. He has worked in the industry for over 15 years across a variety of different roles spanning financial planning, investments, and client advisory. His broad experience ranges from economic research, private investments, hedge funds, tailored portfolio solutions, cash flow management and family governance.

   Prior to True North, Braden was an advisor with CH Investment Partners, a multi-family investment office founded by the Trammell Crow Family.

   The firm’s mission is Fulfilling Lives™, and Braden supports this via his passion for serving individuals by building trust among his team and the firm’s clients. He believes that trust is the foundation of all effective and deep relationships.

   Braden is a 2008 graduate of the Hankamer School of Business at Baylor University where he earned a B.B.A in Finance. He is a Chartered Financial Analyst (CFA®) Charterholder and a member of the CFA Society of Dallas/Fort Worth.

   Braden is native to the area and currently resides in Dallas with his wife and their three boys. In his free time, he enjoys spending time with his family, fly fishing, doing anything outdoors, and serving his church.

7. 

   Kellie Crewse CPWA® Senior Wealth Manager, Partner

   

   Kellie Crewse

   CPWA® Senior Wealth Manager, Partner

   Kellie joined True North Advisors in 2019 as a Senior Wealth Manager and became Partner at the firm in 2025. Kellie has over 14 years of banking and wealth management experience working with high-net-worth individuals and families. She brings a passion and expertise in guiding corporate executives and closely held business owners through financial situations that are often complex.

   Prior to joining True North, Kellie was an Executive Director with the Private Bank at J.P. Morgan where her responsibilities included developing and implementing goals-based investment strategies, lending advice, and banking services for high-net-worth individuals and families. Earlier in her career, Kellie held positions in Treasury Management with J.P. Morgan Investment Banking and with Amegy Bank.

   The firm’s mission is Fulfilling Lives™, and Kellie supports this by creating connections and advocating and finding solutions for her clients and their families.

   Kellie earned a Bachelor of Business Administration from the University of Oklahoma, was a performing member of dance and musical theater productions through the college of Fine Arts, and was a member of the Kappa Alpha Theta sorority. She is a graduate of the Business Council for the Arts’ Leadership Arts Program and currently serves on the board of Dallas Black Dance Theater. Kellie enjoys contemporary and classical dance, yoga, and spending time with her husband and daughter.

8. 

   Ian Dance CFP® Senior Associate Wealth Manager

   

   Ian Dance

   CFP® Senior Associate Wealth Manager

   Ian joined the True North team as an Associate Wealth Manager in May of 2024 and was promoted to Senior Associate Wealth Manager in January 2026. In his role, he supports clients with detailed attention to their full financial picture.  

   Prior to joining True North, Ian was a member of the financial planning and strategy team at Texas Capital. There he coordinated with clients and their advisors to develop the right financial and estate planning strategies for their unique goals.  

   The firm's mission is Fulfilling Lives™, and Ian exemplifies this by seeking the good of others first and striving to lead a well-balanced life.  

   Ian was born and raised in Dallas before graduating from the University of Colorado with a bachelor's degree in finance and emphasis in personal financial planning. As a CERTIFIED FINANCIAL PLANNER® professional, Ian is held to a fiduciary standard and brings a comprehensive lens to retirement, tax, estate, investment, and insurance planning — helping clients see how each piece of their financial life fits together. He stays connected to the broader planning community by regularly attending Financial Planning Association events.  

   Outside of work, Ian plays in the worship band at his church and enjoys running at White Rock Lake with his wife, Hannah, and daughter, Lila, and listening to great jazz music around Dallas. 

9. 

   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.

10. 

    Matthew B. Dublin CFA Senior Wealth Manager, Partner

    

    Matthew B. Dublin

    CFA Senior Wealth Manager, Partner

    Matt joined True North Advisors through an acquisition in July 2025 and is a Senior Wealth Manager and Partner of the firm. Before the acquisition, Matt was a Founder and Managing Partner of Blue Investment Partners.  He has over 30 years of institutional money management experience. 

    Matt has spent almost his entire professional career investing the assets of institutions and high net worth individuals.  He worked for several investment management firms with strategies that varied from traditional long-only investing to highly-sophisticated, beta-neutral hedged strategies.  His diverse professional experience includes security analysis, portfolio construction, risk management, and marketing.   

    Prior to founding Blue Investment Partners, Matt was a Portfolio Manager at Citadel, one of the world's leading hedge funds, where he managed a team of six analysts and invested close to $1 billion.  Before Citadel, Matt worked for several buy-side firms, including Montgomery Asset Management, Andor Capital Management, and Apex Capital.  He spent 11 years at Apex, joining as an analyst and leaving as a Portfolio Manager.  Matt worked closely with some incredibly intelligent and talented investors and works hard to apply those learning experiences to the work he now does at True North.   

    Matt graduated from the University of California, Berkeley with a BA in Economics and a Minor in Classical Civilizations.  He also studied at Oxford University in the U.K. while an undergrad.   

    Matt received his MBA in Finance from Georgetown University and has been a CFA Charterholder since 1999.   

11. 

    Trevor Dunfee CFP® Associate Wealth Manager

    

    Trevor Dunfee

    CFP® Associate Wealth Manager

    Trevor joined True North Advisors in January 2024 as an Associate Wealth Manager. He works diligently to support his Senior Wealth Managers through meticulous service and personalized client care.

    The firm’s mission is Fulfilling Lives™, and Trevor supports this by recognizing clients individual needs and aspirations, providing tailored guidance and innovative strategies to help them achieve their financial goals.

    Trevor is a graduate of Texas A&M University’s Corps of Cadets, Company D-2, Trevor holds a Master’s Degree in Economics, graduating Magna Cum Laude, with minors in Financial Planning and Leadership Development, and holds his CERTIFIED FINANCIAL PLANNER™ certification.

    He enjoys quality time with his wife, hiking, traveling, and is dedicated to his ongoing personal and professional development.

12. 

    Adam Farris CFP®, CPA Wealth Manager

    

    Adam Farris

    CFP®, CPA Wealth Manager

    As a Wealth Advisor at True North, Adam’s primary role consists of supporting the firm’s clients with complex wealth advisory and financial planning needs. Prior to joining True North in 2019, Adam previously worked at Merrill Lynch as a Financial Advisor. In his role there, he was responsible for working directly with clients to develop and implement their financial plans. Prior to Merrill Lynch, Adam worked as an auditor at the accounting firm PricewaterhouseCoopers focusing on mutual fund and alternative asset managers.

    The firm’s mission is Fulfilling Lives™, and Adam supports this by helping clients identify what’s truly important to them, delivering a plan to achieve their goals, and with navigating the ups and downs along the way with empathy and discipline.

    Adam is a graduate of The University of Dallas with a Bachelor of Arts in Business and a Master of Science in Accounting. Adam is a CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant*.

    In his spare time, you can find Adam spending time with his wife and two sons, watching the Texas Rangers, or out on the golf course.

    *True North Advisors, LLC is not a CPA firm.

13. 

    Mark Gehlbach CPWA® President, Co-Founder

    

    Mark Gehlbach

    CPWA® President, Co-Founder

    Mark Gehlbach is President and Co-founder of True North Advisors. Responsible for the leadership of True North’s Managing Directors, Mark also provides strategic and cultural direction for the firm’s future and advises many of the firm’s largest families and institutions. Mark oversees the Investment and Wealth Planning divisions and is a voting member of True North’s Investment Committee. Mark’s 25+ years of experience guiding high net worth families in the stewardship of their resources serves as the foundation of the True North client experience.

    Mark began his career at the Salomon Smith Barney Consulting Group. There, he was responsible for providing both investment and wealth management services to private investors, and consulting and trading services to institutional investors. Well-regarded in the investment industry, Mark was one of the first thirteen wealth advisors in the nation to hold the designation of Certified Private Wealth Advisor® (CPWA), awarded at University of Chicago Booth School of Business. An active member in the local and national wealth management industry, Mark is often quoted and sought after as a source by professional publications such as Private Asset Management and Bloomberg Wealth Manager.

    Integral in crafting the firm’s core purpose: Fulfilling Lives™, Mark purposefully encourages all colleagues to think about their daily efforts with client relationships, vendors relationships and their co-workers to ensure that every interaction is intentionally working towards this goal.

    Fulfilling Lives™ includes giving back to the community which is demonstrated through Mark’s involvement in many boards and organizations throughout North Texas. His committee and board leadership includes the Salesmanship Club of Dallas, the Parkland Health and Hospital System, and the YMCA of Metropolitan Dallas Foundation. In 2022, Mark was selected by DCEO as a finalist for the Corporate Leadership Excellence Award for his service supporting a North Texas-based non-profit that works with refugees.

    Mark is a Phi Beta Kappa, cum laude graduate of Baylor University and a lifelong learner. In his spare time, Mark and his family enjoy being outdoors, travelling the world, and serving those less fortunate throughout North Texas.

14. 

    Joshua Greene CFP® Senior Associate Wealth Manager

    

    Joshua Greene

    CFP® Senior Associate Wealth Manager

    Josh joined True North in 2024 as an Associate Wealth Manager. He is committed to helping his clients achieve their financial goals by providing superior and detail-oriented service and helping to provide custom-tailored solutions.

    Prior to joining True North, Josh worked at Hilltop Securities as a Senior Wealth Management Associate, where he supported their network of advisors and the financial planning consulting team.

    The firm’s mission is Fulfilling Lives ™, and Josh encapsulates this by always striving to put others first and being resolute in accomplishing the task at hand.

    Josh is a graduate of Dallas Baptist University where he received his Bachelor of Business Administration in Finance and is a CERTIFIED FINANCIAL PLANNER™ (CFP).

    Outside of the office, he enjoys all things outdoors, local sports, reading, live music, movies, and spending time with his wife, Kate.

15. 

    Charles F. Hall, Jr. Senior Director of Strategic Relationships, Partner

    

    Charles F. Hall, Jr.

    Senior Director of Strategic Relationships, Partner

    As a Senior Director of Strategic Relationships and Partner at True North, Chuck provides strategic leadership and directs client strategy. Prior to joining True North, Chuck was the Co-founder and Chairman of Clear Rock Advisors.

    Before founding Clear Rock, Chuck served as Director of Private Client Services for Matterhorn Capital. Prior, he served as Director of Fixed Income at South Texas Money Management, and as Vice Chairman of the Board, Chief Executive Officer & Chief Investment Officer of Maxim Bank prior to the bank’s acquisition by Amegy Bank.

    Chuck earned an MBA from the University of Houston-Clear Lake and a BBA in finance from Texas State University. He is a 2013 recipient of the University of Houston – Clear Lake Distinguished Alumni Award.

16. 

    Connor Harder CFP® Associate Wealth Manager

    

    Connor Harder

    CFP® Associate Wealth Manager

    Connor joined True North in 2023 as an Associate Wealth Manager. He leverages his diverse expertise to craft comprehensive financial plans, guiding clients towards their unique milestones and objectives. With a background as a Relationship Manager at Goldman Sachs Personal Financial Management, he excels in creating and implementing financial strategies, facilitating seamless account management, and enhancing advisor support.

    The firm’s mission is Fulfilling Lives ™, and Connor embodies this mission by making sure he diligently comprehends clients’ aspirations, ensuring their needs and goals are not just acknowledged but valued. His satisfaction lies in witnessing clients achieve significant life events, be it sending a child to college, retiring comfortably, purchasing their dream home, or realizing any long-held financial ambition.

    A graduate of Creighton University’s Heider College of Business with a BSBA in Finance, focusing on financial planning, and holds a CERTIFIED FINANCIAL PLANNER™ designation.

    Connor’s dedication extends beyond the workplace. In his downtime, he follows his alma mater Creighton Bluejays and childhood favorite Iowa Hawkeyes. Connor also enjoys gaming with friends and cherishes moments with family in his hometown of Des Moines, Iowa.

17. 

    Brett D. Hoover Senior Wealth Manager, Partner

    

    Brett D. Hoover

    Senior Wealth Manager, Partner

    Brett joined True North Advisors through an acquisition in July 2025 and is a Senior Wealth Manager and Partner at the firm. Before the acquisition, Brett was the Founder and Managing Partner of Blue Investment Partners. He has over 30 years of markets, financing, and operating experience at leading financial institutions, both on the buy and sell side.

    Prior to founding Blue Investment Partners, Brett was a Managing Director in the J.P. Morgan Private Bank, serving as Banker/Advisor to wealthy families principally from the financial services industry. His partnership with this preeminent client base focused on strategies and solutions to manage and optimize their balance sheet across investments, banking, and credit.

    Prior to joining the Private Bank, Brett was responsible for J.P. Morgan's Prime Brokerage business in the Western States. That business, in the Corporate and Investment Bank, provides custody and financing for Hedge Funds, traditional Asset Managers, and Family Offices. Throughout his 20 year career at J.P. Morgan, Brett directly led coverage of several of their largest, most sophisticated, and highest profile institutional and individual family clients. He was a nine year member of the J.P. Morgan Chase California Operating Committee.

    Brett was a Senior Managing Director at Bear Stearns prior to the J.P. Morgan merger and held roles in the Global Equity Division including Senior Relationship Manager, Equity Research Sales, and Equity Capital Markets.

    Brett’s ten years of buy side experience includes roles as Securities Analyst, Director of Research, and Portfolio Manager at each of a leading hedge fund, a $2B+ family office, and a Fortune 100 corporate pension plan. Brett has managed investments along the entire spectrum of Traditional and Alternatives, across the full capital structure, and over the course of multiple cycles.

    Brett graduated from the University of California, Berkeley with a BA in Economics.

18. 

    Royce G. Itschner CPA, CFP® Senior Wealth Manager

    

    Royce G. Itschner

    CPA, CFP® Senior Wealth Manager

    As a Senior Wealth Manager at True North, Royce provides wealth and investment strategies, robust communication and portfolio construction, and guidance on developing generational wealth for his client families. Prior to joining True North, Royce served as Managing Director and Senior Wealth Strategist at Clear Rock Advisors.

    Prior to joining Clear Rock Advisors, he served as Secretary, Treasurer and Director for Massey, Itschner & Company, P.C. Prior to that, he served at Arthur Andersen, followed by employment in an affluent family business.

    Royce holds the designations of Certified Public Accountant (CPA), Investment Advisor Representative (IAR) and CERTIFIED FINANCIAL PLANNER™.

    Royce received his MBA from Texas A&I University and a BBA in Finance and Accounting.

19. 

    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. 

20. 

    Anna Hamilton CFP® Wealth Manager

    

    Anna Hamilton

    CFP® Wealth Manager

    Anna serves as a Wealth Manager, where she oversees client relationships. Anna helps to implement clients’ investment objectives in concert with their financial plan in the realms of estate, risk management, retirement planning, tax strategy, succession planning, and liquidity management. Anna works closely with the Portfolio Analysts and Client Operations teams to carry out client requests in an efficient and timely manner, while keeping the overall financial goals & objectives of the client at the center of every request.  

    Anna joined True North Advisors in 2021, working as Portfolio Analyst. During her time in that role, she was responsible for trading client portfolios, strategic rebalancing, and managing portfolio cash needs. In this role, Anna gained practical insight into True North’s investment philosophy and portfolio approach. 

    Prior to to True North, Anna worked for UMB Bank as a portfolio manager on the Commercial Banking team, where she helped underwrite and review middle market commercial loans. From her time spent in this role, she brings with her an aptitude for evaluating attractive investments and a deep familiarity with varying capital structures. 

    In 2018, Anna earned a Bachelor of Science in Finance at the University of Kansas. She later attended Southern Methodist University in 2022, earning her Certified Financial Planner Certificate and her CFP® designation thereafter. 

    Her hobbies include spending time with family and friends, reading, trying new restaurants, and traveling.  

21. 

    Corey Long CFP® Senior Wealth Manager, Partner

    

    Corey Long

    CFP® Senior Wealth Manager, Partner

    As a Senior Wealth Manager and Partner at True North, Corey meticulously designs and implements customized wealth planning and investment management strategies to guide his clients in establishing and achieving their financial goals. Prior to joining True North, Corey served as Managing Director of Clear Rock Advisors.

    Prior to joining Clear Rock Advisors, he served as Director of Wealth Management at Polaris Wealth Advisory Group. Prior to that, he served as Lead Advisor at Raub Brock Capital Management. He also served previously as an Account Executive at Fidelity Investments and as a Senior Associate at Bernstein Private Wealth Management.

    Corey is passionate about both the investment management and financial planning disciplines of his work and has devoted his career to serving families through applying his expertise in these areas with an emphasis on client education and communication. He derives great satisfaction from having the opportunity to develop long-lasting relationships built on value and trust.

    Corey is a Certified Financial Planner™. He received his BBA from the McCombs School of Business at the University of Texas at Austin.

    Corey lives in Austin with his wife Andrea, and three young children. His hobbies include being a full-time husband and dad, jiu-jitsu, music, and anything outdoors.

22. 

    Melissa (Missy) Lucas Managing Director, Family Wealth

    

    Melissa (Missy) Lucas

    Managing Director, Family Wealth

    Melissa “Missy” Friedman Lucas brought her multi-decade outsourced family CIO practice to True North Advisors in April 2024, joining the firm as Managing Director, Family Wealth. In addition to her ongoing client responsibilities, Missy is a member of the Investment Team and serves as a voting member of the Investment Committee.

    Missy’s work advising families includes portfolio construction, manager selection, and supporting trustees in meeting their fiduciary responsibilities. In close collaboration with her clients’ other professional advisors, Missy provides guidance on financial objectives, investment structures and policies, and reporting processes. Missy’s experience and expertise allow her to oversee the sophisticated investment mandates and complex structures necessary to optimize generational wealth.

    Before founding her outsourced CIO practice, Missy held positions of increasing responsibility within Capital Group Companies, ultimately serving as Vice President of Capital Research Company, where she researched the chemical and healthcare industries and directly managed ~$500 million of investments. Prior to Capital Group, Missy was a biochemist at Merck & Co.

    Missy graduated summa cum laude with a degree in biochemistry from Princeton University, where she was elected to Phi Beta Kappa. When she’s not working or mentoring entrepreneurs from untraditional backgrounds, you’ll most likely find Missy dancing.

23. 

    Royce W. Medlin CFA®, CAIA® Senior Wealth Manager, Partner

    

    Royce W. Medlin

    CFA®, CAIA® Senior Wealth Manager, Partner

    Royce W. Medlin is a Senior Wealth Manager and Partner at True North and serves on the firm’s Investment Committee. Royce provides wealth planning and investment strategy for his clients and their families. Prior to joining True North, Royce was a Co-founder and Chief Investment Officer of Clear Rock Advisors.

    Prior to founding Clear Rock Advisors, Royce served as Director of Capital Advisory Group at Lazard Asset Management, Partner and Director of Portfolio Management of Smith Group Asset Management, President of Belmont Wealth Management, and Senior Portfolio Manager of US Trust. He brings 30+ years of experience managing client portfolios through multiple economic and market cycles.

    The firm’s mission is Fulfilling Lives™, and Royce supports this through leadership activities inside and outside the firm. He is a veteran investor in alternatives and private investments, maintains key client relationships, and is skilled at simplifying complex market and investment concepts. The satisfaction of building meaningful and lasting relationships with families based on honesty, objectivity and accountability drives Royce’s love of wealth management as his chosen career.

    Royce received an MBA from Texas Christian University with an emphasis in Finance and Accounting and a BS in International Trade from Texas Tech University. He is a Chartered Financial Analyst (CFA), former President of the Dallas/Fort Worth CFA Society and a Member of the CFA Institute. He is also a Chartered Alternative Investment Analyst (CAIA®) and co-founded the CAIA-Texas chapter. In addition, he serves as a Board and Investment Committee Member of the Baylor Oral Health Foundation.

    Royce lives in Dallas with his wife Nancy and has two adult daughters, Emma and Caroline. All four are graduates of Texas Christian University. He is an active member of Highland Park Presbyterian Church. Royce grew up on a cattle ranch in Southeastern New Mexico and visits his family there often. In addition to helping out on the family ranch when he can, he enjoys fitness, travel, reading, snow-skiing and mountain biking.

24. 

    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. 

25. 

    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.

26. 

    Susan Rowinski Senior Wealth Manager

    

    Susan Rowinski

    Senior Wealth Manager

    Susan Rowinski joined True North Advisors as a Senior Wealth Manager in June of 2024 and brings over two decades of financial advisory services experience to the firm. Susan began her career at Oppenheimer Capital where she had a variety of positions, but her last role was overseeing the Institutional Consulting Department where she worked closely with professionals on new business opportunities.

    Susan joined Rockefeller & Co. in 2000 (now Rockefeller Capital Management) where she worked with multi-generational families and their affiliated foundations, endowments, and other non-profits organizations. Susan has worked closely with individuals and families on comprehensive understanding of family governance, strategic oversight, and the varied, highly detailed day-to-day bespoke work that is essential to serving clients.

    Susan graduated with a B.S. in Finance from Villanova University.

    Susan currently lives in Chatham, New Jersey with her three boys and sheepadoodle. In her free time, Susan enjoys spending time with friends and family, attending sporting events with her boys, exercising, and doing anything by the lake and beach.

27. 

    Ivan Salazar CFP®, APMA® Wealth Manager

    

    Ivan Salazar

    CFP®, APMA® Wealth Manager

    As a Wealth Manager at True North, Ivan collaborates closely with the Wealth Management team to deliver valuable, results-driven solutions so his clients can meet their goals and live more impactful lives.

    Prior to joining True North in 2022, Ivan was a Financial Planner at RGT Wealth Advisors. There, he served high net worth families, professional athletes, and business owners.

    The firm’s mission is Fulfilling Lives™ and Ivan’s drives this forward by working alongside his clients to help them clearly identify what’s most important to them.

    Ivan graduated from Tarleton State University in Stephenville, Texas with a Bachelor of Business Administration degree. He is also a CERTIFIED FINANCIAL PLANNER™ professional and holds an Accredited Portfolio Management AdvisorSM designation.

    In his free time, Ivan and his wife, Kassidy enjoy going on walks on the Katy Trail with their dogs, Polly and Clementine.

28. 

    Ty Sanders Senior Director, Partner

    

    Ty Sanders

    Senior Director, Partner

    As a Senior Director and Partner at True North, Ty provides strategic leadership and operational management oversight. Prior to joining True North, Ty was a Co-founder of Clear Rock Advisors.

    Prior to founding Clear Rock Advisors, he served as Director of Institutional Services for Matterhorn Capital, served as the Director of Wealth Management Services for Covenant Multifamily Offices, Partner and Director of Sales & Marketing for Smith Group Asset Management and Evermore Global Advisors. He also previously served as Regional Director for Envestnet Asset Management and Lockwood Financial Services.

    Ty received his MBA from Texas State University and undergraduate degree from Ohio State University.

29. 

    Jamie Scott CFP® Director of Wealth Planning

    

    Jamie Scott

    CFP® Director of Wealth Planning

    Jamie began her career in Seattle, Washington, where she gained unparalleled experience in the wealth planning space and established herself as a respected associate advisor. Since joining True North in 2019, she has become known for her deep expertise in estate, retirement, tax, and insurance planning, as well as her ability to think strategically to deliver innovative solutions.

    Promoted to Director of Wealth Planning in 2025, Jamie now manages a full team and plays a key role in shaping the firm’s planning strategies, guiding advisors, and enhancing the client experience through forward-thinking and personalized financial solutions. She is committed to True North’s mission of Fulfilling Lives™ by helping clients achieve their personal financial goals with clarity and confidence.

    Jamie earned her master’s degree in Personal Financial Planning and bachelor’s degree in Restaurant, Hotel, and Institutional Management from Texas Tech University.

    Though her career has taken her across the country, she calls Dallas home, where she lives with her husband and their labradoodle. In her free time, she enjoys making homemade pasta, hosting friends and family, and traveling the world.

30. 

    Scott Skrocki, CFP® CFP® Associate Wealth Manager

    

    Scott Skrocki, CFP®

    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.

31. 

    Tara L. Scottino CFP® Senior Wealth Manager; Partner

    

    Tara L. Scottino

    CFP® Senior Wealth Manager; Partner

    As Partner and Senior Wealth Manager, Tara brings 28 years of experience in financial planning and portfolio management for high and ultra-high net worth individuals. Tara’s specialty is working with large multi-generational families that have complex planning needs. Her gift is making the complexity not feel overwhelming or cumbersome and creating peace for her clients.

    Prior to joining True North in 2014, Tara was Senior Vice President for Carter Financial Management where she was responsible for financial planning services as well as oversight of the firm’s daily office operations. Earlier in her career, she held senior level financial and wealth planning roles at The Capital Chart Room, LTD, Wells Fargo Private Client Group and Merrill Lynch.

    Tara has been listed in D Magazine: Best Financial Planners (2015-2025). She was also one of Money.com’s Top Women Planniers in 2025. She is past president of the DFW Chapter of the Financial Planning Association and FPA NexGen, and has served on the National FPA Chapter Leadership Advisory Council and National FPA Experience Task Force. She also served on the board of trustees for the Foundation for Financial Planning for seven years. Tara received a Lifetime Achievement Award from the National Financial Planning Association a few years ago.

    The firm’s mission is to Fulfill Lives™, and Tara supports this by building and honoring relationships, and working to make each day special for all clients and co-workers.

    A Certified Financial Planner™, Tara holds a Bachelor of Science in Psychology from Texas A&M University. Tara also serves on boards and committees of several local nonprofit organizations. She is a graduate of Leadership McKinney, past president of Captain Hope’s Kids, and was involved with the Leukemia and Lymphoma Society’s Team in Training. She also volunteers and fosters for Cat Matchers and is on the finance committee for the National Breast Cancer Foundation.

    In her spare time, Tara enjoys running, cycling and swimming, as well as any other outdoor activity. She has completed many marathons and triathlons, including five Ironman distance triathlons.

32. 

    Ana “AC” Sullivan Associate Wealth Manager

    

    Ana “AC” Sullivan

    Associate Wealth Manager

    Ana Caroline (“AC”) joined True North Advisors in 2026 as an Associate Wealth Manager, where she plays a key role in supporting clients through comprehensive financial planning. In her role, AC works closely with clients to navigate areas such as retirement planning, tax strategies, estate planning considerations, and investment management, helping ensure each plan aligns with their long-term goals and values.

    Prior to joining True North, AC served as a Financial Planning Specialist at AspenRidge Wealth Advisors. During her time there, she developed a strong foundation in working through complex financial situations and discovered a passion for designing specialized strategies, particularly in the areas of tax and retirement planning. Along the way, she earned her Series 7 and Series 66 licenses, as well as the Chartered Retirement Planning Counselor℠ (CRPC®) and Accredited Portfolio Management Advisor℠ (APMA®) designations.

    AC approaches her work with a high level of attention to detail and a commitment to delivering thoughtful, well-structured solutions that enhance the client experience. She is dedicated to helping clients gain clarity and confidence in their financial lives, contributing to True North’s mission of Fulfilling Lives™.

    Outside of the office, AC enjoys staying active through running, wake surfing on the lake, and playing pickleball and tennis. She also values spending quality time with friends and family, whether that’s playing mahjong or doing anything outdoors.

33. 

    Sofia Young CFP® Senior Associate Wealth Planner

    

    Sofia Young

    CFP® Senior Associate Wealth Planner

    Joining True North in 2023 as an Associate Wealth Planner, Sofia brings with her a strong understanding of wealth planning and the various complexities it entails for clients and their families. She is deeply committed to delivering purposeful and prudent solutions to fulfill the unique needs of our clients.

    Sofia began her career at Vanguard as a Financial Planning Associate. During that time, she partnered with tenured advisors to implement and execute planning deliverables, portfolio implementation, and trading functions. Sofia acted in a client facing capacity and developed a strong desire to serve families and their various financial complexities.

    The firm’s mission is Fulfilling Lives™, and Sofia supports this by striving to stay on top of financial planning trends, and to continuously expand her knowledge to be the greatest benefit to the client to help them achieve their long-term goals.

    Sofia graduated from The University of Missouri with a Bachelor of Science in Business Administration, emphasis in Finance & Banking, and hold a CERTIFIED FINANCIAL PLANNER™ designation. In addition, she graduated with an Investment Certificate from the Trulaske School of Business.

    Outside of work, Sofia enjoys spending time outdoors, traveling as much as possible, and trying new restaurants.

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