Senior Client Operations Analyst
Colton joined True North Advisors in 2023 as a Senior Client Operations Analyst supporting the Wealth Management team. He is responsible for account administration, paperwork, transactions and reporting. Prior to joining True North, Colton worked for Charles Schwab for three years maintaining and supporting high net-worth firm relationships.
The firm’s mission is Fulfilling Lives™, and Colton supports this by continuing to provide world class service to our client families.
Colton is a graduate of Texas Tech University, earning a Bachelor of Science in Personal Financial Planning with a focus on Accounting, Economics, and Personal Finance.
Currently he resides in Carrollton, Texas and enjoys spending time with his family and friends, which includes road trips, movies, and sporting events.