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.