As a Wealth Manager at True North, Preston is responsible for portfolio management and serving his client relationships in the Fort Worth office. He joined True North in 2021 as a Portfolio Analyst and was responsible for trading and worked to build client portfolios in innovative ways. More recently, as an Associate Wealth Manager, he assisted client relationships alongside the Directors and Senior Wealth Manager in Fort Worth.
The firm’s mission is Fulfilling Lives™, and Preston supports this by providing high-touch service to the families, business owners, and entrepreneurs he serves. He holds his CERTIFIED FINANCIAL PLANNER® certification which has helped him provide clients with holistic wealth planning to meet client goals and objectives.
After a brief career as a pitcher within the Chicago Cubs minor league organization, Preston graduated from TCU with a Bachelor of Science degree in Economics with a minor in History.
Outside of the office, you can find him spending time around Fort Worth with his wife, Kristen, two children, Miles and Jane, and two rescue dogs. As former student-athletes, Kristen and Preston enjoy supporting TCU athletics.