As an Associate Wealth Manager at True North, Micah Adams, CFP®, CAP® is responsible for working alongside the Wealth Management team to deliver financial planning services for clients and develop solutions to complex tax, estate, retirement, and insurance issues for clients. Previously the Wealth Management Associate at Aspiriant, he brings a unique perspective to the work True North does by delivering a high level of understanding of financial planning to help provide innovative solutions for very complex portfolios.

The firm’s mission is Fulfilling Lives™, and Micah supports this by putting our clients and their family’s needs first, running through walls to ensure their experience at True North is exceptional, and above all, doing right by the client.

Micah Adams is a Texas Tech graduate with a Bachelor of Science in Personal Financial Planning, and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Chartered Advisor in Philanthropy (CAP®). A true adventurer in every way, he enjoys spending time traveling and spending time with his two dogs, Tito and Snickers.

Joining True North in 2022 as an Investment Analyst, Luke is responsible for assessing new and existing investments and working with True North’s Investment Managers to fulfill client’s investment needs. He believes that investment analysis requires integrity, intellectual acuity, and a keen understanding of people.

In his role as an Investment Analyst, he aspires to live up to this notion through his continual study of new financial strategies and markets, holding himself to the highest ethical standards, and making the most of every opportunity to connect with new people.

The firm’s mission is Fulfilling Lives™, and Luke supports this by ensuring that investments at True North succeed in realizing the goals of each client.

Luke grew up in three different countries (Switzerland, United Kingdom, and the U.S.) before moving to Dallas where he earned a Bachelor of Business Administration in Finance at Southern Methodist University.

In his spare time, he participates in casual sports leagues and enjoys playing guitar and singing country/rock music.

Mike began his 20-year wealth management career with Evensky & Katz in Coral Gables, Florida; gaining unparalleled experience in the industry, while also establishing himself as a respected speaker, mentor, and advisor.

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 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 is a graduate of Seattle University.  He also is a graduate of Texas Tech University, where he acquired his Law Degree and Masters 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.

As a Senior Client Operations Analyst, Danielle is responsible for overseeing client service requests, including, but not limited to, account administration and paperwork, transactions, and reporting. She is particularly involved with True North’s ultra-high-net worth families, with her primary goal being to deliver exceptional outcomes as well as a positive attitude.

Having joined the company in 2018 as a Client Service Specialist, Danielle has over four years of experience serving True North client’s, helping to solve complex issues, advocating on clients’ behalf to custodians, providing estate administration, and supporting critical business transactions. She seeks to earn client’s trust with a commitment to excellence and delivering a high level of detail at every turn.

The firm’s mission is Fulfilling Lives™, and Danielle supports this by bringing empathy and care to each client interaction, staying meticulous and attentive to her work, and being dependable to clients and co-workers.

Danielle is a graduate of Texas Tech University, earning a Bachelor of Science in Personal Financial Planning. While there, she served as an ambassador for the Personal Financial Planning Department, a member of Red-to-Black Peer Financial Coaching Organization, and a member of the Personal Financial Planning Association.

Danielle currently lives in Flower Mound, Texas with her husband Caleb and their dog Harper. When she’s not keeping busy serving True North families, you can find her spending time with loved ones, doing home projects, volunteering at Church, or traveling.

Grant serves as a Portfolio Analyst at True North, responsible for trading, rebalancing, and portfolio management. In this role, he focuses on executing his tasks with superior accuracy, providing support and knowledge to colleagues, and finding new ways to implement the firm’s innovative strategies. Prior to being promoted to this role in 2023, Grant served the firm as a Client Operations Analyst, responsible for supporting all tactical and administrative needs for both clients and advisors. In addition, the role required attention to detail and a very high level of operational expertise.

Prior to joining True North in 2021, Grant developed an understanding of financial operations and customer service at TD Ameritrade and Charles Schwab, gaining a seasoned perspective of the wealth management industry for four years.

The firm’s mission is Fulfilling Lives™, and Grant supports this by putting others first and going above and beyond for clients and colleagues.

Grant earned a Bachelor of Science in Economics at Texas Christian University in Fort Worth, Texas. His hobbies include, snowboarding, investing, and spending time with friends and family.

As a 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.

As a Partner and Senior Wealth Manager at True North, Matt is responsible for building trusted relationships with clients and advancing their personal goals and objectives. He believes Wealth Management requires deep technical competency plus an ability to earnestly listen to and connect with clients. Matt aspires to live up to this notion by exhibiting honesty and integrity, loyalty, objectivity, and accountability.

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 including the North Texas Food Bank and the Dallas Arboretum.

Matt earned a Bachelor’s in Business Administration, with a major in Marketing, at The University of Texas at Austin. He holds both a Certified Private Wealth Advisor® (CPWA) and Certified Investment Management Analyst® (CIMA) designation, 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, traveling, reading, cooking, and most anything on or near a mountain. He and his wife, Yasi, live in Dallas and are currently expecting their first child.

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 Director of Wealth Planning. In this role, he brings significant technical planning experience and a pragmatic, advisor-rooted perspective along with extensive knowledge, experience, energy, enthusiasm, and problem-solving skills. Prior to assuming this position, Caleb was a Wealth Manager and Senior Wealth Manager, serving some of the firm’s most complex clients. He is part of the Dallas Financial Planning Association and is a multi-year member of the Education Committee.

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 in Lubbock, Texas. His hobbies include fitness, travel, snow skiing, and motorcycling. Outside of the office, Caleb enjoys time with family, volunteering for Carry the Load, and pursuing new learning opportunities.

Cole joined True North in 2023 as a Wealth Analyst in our Fort Worth office. He is responsible for operational objectives as well as portfolio analysis. This includes account administration, paperwork, transactions, reporting, trading, rebalancing, and portfolio management. In his role, he takes a calculated, attentive, and considerate approach to ensure efficient and accurate results.

The firm’s mission is Fulfilling Lives™, and Cole supports this by displaying adaptability, integrity, reliability, honesty, and transparency in his pursuit to assist our clients in any way he can.

Prior to his time with True North, he was an accomplished student athlete at both Auburn University, and later at Southern Methodist University (SMU) in Dallas, Texas. Cole graduated SMU with a Bachelor of Arts in Economics.

His hobbies include reading, weightlifting, martial arts, and spending time with friends and family.

As the Office Coordinator, Valery is responsible for maintaining detailed administrative processes, leveraging outstanding organizational skills to schedule meetings, maintain detailed calendars, and manage highly confidential client materials. She transitions from one critical task to another to address emerging needs; answering phones and drafting internal emails/correspondences, and effectively interfacing with peers to resolve issues.

Prior to joining True North in 2023, Valery developed her service-focused competences in the airline industry at Qatar Airways. While there, she delivered high-touch client experiences, and developed key operational and personal skills.

The firm’s mission is Fulfilling Lives™, and Valery supports this by demonstrating her passion for cultivating lasting relationships with her colleagues, clients, and partners. Valery enjoys collaborating with the Business Operations Team to troubleshoot issues and improve firm wide processes.

Valery came to the United States 16 years ago from Chad as an International student. She attended Zoni Language School in New York City, and then moved to Midland, Texas where she studied Business and Language Arts.

Outside of her professional life, Valery puts God first, loves spending time with her three children, enjoys traveling, learning new things, cooking, event planning and meeting new people, and enjoying Afrobeat music.

Caleb joined True North in 2022 as a Client Operations Analyst. He is responsible for account administration and paperwork, transactions, and reporting. Caleb delivers strong attention to detail to ensure each service request is completed in an efficient and effective manner. 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 is currently pursuing an MBA from UTD to continue his education and learning.

His hobbies include rock climbing, snowboarding, and travelling to new countries and cities for the cuisine.

Braden has worked in the wealth management industry for over 14 years and offers unique insights and a holistic approach to his client relationships. His broad experience ranges from economic research, private investments, hedge funds, tailored portfolio solutions, cash flow management and family governance.

Most recently, Braden spent 5 years as 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 with his clients. He believes that trust is the foundation of all effective and deep relationships. Braden aspires to build trust with his clients by providing impartial advice underpinned by integrity, clear communication and a skill in simplifying the complex.

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 Dallas and currently resides in east Dallas with his wife and their three boys. In his free time, he enjoys spending time with his family, fly fishing, anything outdoors, and serving his church.

As the Director of New Client Relationships at True North, Chris is responsible for developing and cultivating new client opportunities to ensure the continued growth of the firm. He also serves as the conduit between new clients and their service team, allowing the onboarding process and experience to be as seamless, positive, and efficient as possible. He believes business development requires active listening and empathy to uncover what is most important to each client. In his role, Chris seeks to develop deep relationships that are built, first and foremost, on trust.

Prior to joining True North in 2016, Chris worked at Goldman Sachs, where he served as a Private Wealth Advisor in their Investment Management Division. Prior to Goldman Sachs, Chris spent three years in the AT&T Financial Leadership Program, where he concentrated on corporate development and strategy, financial planning, and operations.

The firm’s mission is Fulfilling Lives™, and Chris supports this by helping new clients formulate a strategic financial plan that answers the bigger questions relating to their passions and purpose.

Chris earned his Bachelor of Business Administration in Finance with Honors from the University of San Diego. He also holds his Master of Business Administration from Southern Methodist University and is a Chartered Financial Analyst (CFA®) Charterholder. In his personal life, Chris enjoys spending time with his three kids and wonderful wife, reading, and aspires to run the Boston Marathon one day.

Kellie joined True North Advisors in 2019 as a Senior Wealth Manager. 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.

As Partner and Managing Director of Dallas with True North, Paula is responsible for oversight of the Wealth Management and Wealth Planning teams. She spends much of her time focused on driving industry-high client satisfaction levels, creating efficiencies in core process execution, and serving as project manager for various company-wide strategic initiatives. Her primary goal is to consistently deliver an exceptional service experience for our clients.

Since joining the firm in 2005, Paula has worn many different hats, including supervision of Operations, Human Resources, Sales and Marketing, Compliance, and Accounting. Before True North, Paula served as Director for a Dallas-based restaurant group where she played an integral role in the company’s national expansion and eventual acquisition.

Paula successfully completed the Schwab Executive Leadership Program in 2018, which is a one-year program of personal and professional growth designed to prepare leaders to manage and grow RIA firms. The program combines premier academic curricula and faculty from some of the nation’s top graduate schools, one-on-one executive coaching, and the deep industry experience of Schwab Advisor Services.

The firm’s mission is Fulfilling Lives™, and Paula supports this by investing in her team’s growth and development, pursuing excellence in the quality of services we deliver, and constantly seeking new ways to innovate and scale the firm’s offering.

Paula graduated from Stephen F. Austin State University with a BBA in Finance and Economics. She has a certificate of graduate studies from the Dallas Theological Seminary. Her hobbies include traveling, good wine, working out, and studying the Bible.

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.

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.

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 20+ 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.

Tino joined True North in 2023 as a Business Operations Analyst and is responsible for supporting HR, Accounting, Finance, and Compliance. With a diverse industry background ranging from tech startups to nonprofits, Tino brings expertise and drive to develop strategies that support the firm’s growth initiatives and deliver top-notch service to clients and employees.

The firm’s mission is Fulfilling Lives™, and Tino is committed to promoting diversity and inclusivity in all aspects of True North’s operations, working to ensure that the company’s policies, practices, and culture reflect and support the diverse backgrounds and identities of its employees and clients.

Tino is a Dallas native and graduated from the University of Texas at Arlington majoring in Public Relations. He’s an avid hiker, music lover, and foodie. When not in the office, you’ll most likely catch him hiking one of Dallas’s scenic trails, dancing at a live concert, or dining al fresco.

As an Associate Wealth Manager, Anna assists the Wealth Management team deliver financial guidance and solutions to the families they serve. Anna joined True North in 2021 as a Portfolio Analyst where she was responsible for trading, rebalancing, and portfolio management. She is a problem solver at heart and believes that being detail-oriented, hard-working, and thinking outside of the box are critical to providing sound financial advice.

Prior to True North, Anna developed a deep understanding of commercial banking as a Portfolio Manager at UMB Bank, gaining a seasoned perspective on various industries and corporate structures for over three years.

The firm’s mission is Fulfilling Lives™, and Anna supports this by listening, putting others first, and being kind.

Anna earned a Bachelor of Science in Finance at University of Kansas in Lawrence. Her hobbies include spending time with friends & family, trying new restaurants, and being outdoors.

As Partner and Senior Director of Investments at True North, Brian is responsible for portfolio management and manager due diligence across all asset classes, including private investments and alternatives.  He believes that successful investing requires both a willingness to look different and a humility to admit when you are wrong. Brian aspires to stay innovative in his role by performing the in-depth research necessary to build independent conviction while maintaining an open mind to different views and new information.  He is a member of the firm’s Investment Committee.

Prior to joining True North in 2014, Brian worked in the Public Equity group at Employees Retirement System of Texas and served as a portfolio manager on the MBA Investment Fund LLC while completing his MBA at the University of Texas at Austin, McCombs School of Business.

Brian began his career at GMAC Mortgage and over his six-year tenure developed a deep understanding of the residential mortgage and mortgage-backed securities markets, gained a seasoned perspective on evaluating and managing external managers, and created innovative solutions for the company.

The firm’s mission is Fulfilling Lives™, and Brian supports this by striving to provide the best possible investment platform to help clients meet their goals and allow them to focus their time and energy on their own passions.

Brian earned a Bachelor of Science in Economics and a minor in Business from Texas A&M University and is a Chartered Financial Analyst (CFA®), as well as a Chartered Alternative Investment Analyst (CAIA®).  His hobbies include Texas A&M sports, golf, live music, traveling, and spending quality time with family and friends.

Joining True North in 2023 as Senior Director of Growth Strategy, Doug is responsible for elevating the firm’s positioning in the marketplace by delivering organic growth through defined processes and procedures. He primarily focuses on strategies that are repeatable, scalable and will further expand the organizations footprint.

Prior to joining the firm, Doug was Founder and CEO of The Hub, a faith-based content media and events company, for 26 years which sold to FaithLife in 2020. From vision, to execution, to building and leading a team – those were the strengths that enabled The Hub to be a thriving boutique media company for almost three decades. Prior to that, he was the Founder of Metro Bible Study in Dallas, which was a simple, yet groundbreaking gathering of young adults in North Texas that was attended weekly by 2000 people.

Doug is deeply passionate about people, innovation and problem solving. His professional philosophy is simple: every single business in the world is a people business. Whether it is tech, finance, manufacturing, energy, food and beverage, insurance, or real estate, Doug believes it is either led well or poorly by people.

The firm’s mission is Fulfilling Lives™, and Doug supports this by striving to be a lifelong learner. He is always ready to accept any challenge to help True North and himself ‘get better every day’. Doug seeks to identify and achieve the KPI’s that are unique and necessary for the firm to succeed and continue to be a world class leader in wealth and investment management.

Doug graduated from Furman University with a degree in Business Administration.

He has been married to his best friend, Carrie, since 1995, and they have three grown children (KK married to Cody, Macy and Mac) and live in Fayetteville, Arkansas.  In his spare time, he enjoys golf, pickleball, the beach, and anything that involves his family and friends.

Elaine Kinnee joined True North in January 2023 as the Director of Human Resources. She is a process-focused leader who oversees the strategic development of human resources while streamlining and creating efficiencies to better serve the most valuable asset, our employees. Her primary goal is creating and nurturing a robust company culture that promotes continued business growth, cultivates customer loyalty by empowering and motivating employees, and helping our team members realize their full potential.

Prior to True North, Elaine worked in the Government, Defense & Space industry for over 15 years in a corporate, global capacity overseeing HR operations and acquisitions. Her most recent role was with Martin UAV LLC, overseeing the Human Resources Department where she led the HR team in implementing new systems and processes to accommodate a 125% company growth within a two-year span.  She is also an Army & Air Force Retired Veteran having served over 18 years in the Army National Guard as a HR Specialist with deployments in Iraq and four years in the Air Force Reserves as an Ammo Troop.

The firm’s mission is Fulfilling Lives™, and Elaine achieves this throughout the community by serving other veterans through transition post deployment and participating in services that provide training and career placement support. She is also a military mentor for TAPS (Tragedy Assistance Program for Survivors) for young survivors who have lost a loved one from those who have served and sacrificed and is a member of the Cross Timbers Rotary Club.

Elaine graduated from Columbia College with her Bachelor of Science in Business Management with a minor in Human Resources. She will be receiving her Master’s in Human Resources Management in June 2023. Elaine enjoys traveling, exploring new countries, biking, hiking, concerts, sporting events, and most of all, spending as much time with her four sons and mini-golden doodle, Sibby.

Blake joined True North in 2018. He serves as Director of Business Operations and supports the firm’s growth initiatives through financial analysis, strategic projects, and forecasting. Prior to joining the firm, Blake was a Finance Manager at Riveron Consulting, a business advisory firm in Dallas, Texas. Prior to Riveron Consulting, Blake worked at PwC, an audit, tax and consulting services firm in Dallas, Texas.

The firm’s mission is Fulfilling Lives™, and Blake supports this by dedicating his time to the TouchDown Club of Dallas. The TouchDown Club of Dallas is a registered 501(c)(3) non-profit organization of like-minded men working together to raise charitable donations and contributions through various annual events that directly benefit the Ashford Rise School of Dallas.

Blake is a graduate of Auburn University, where he majored in Business Administration (Accounting). He earned his MSA from Southern Methodist University. Blake lives in Dallas with his wife, Callie, and their two sons, Brooks and Bates, and Labrador Retriever, Chili. Outside of the office, Blake is an avid golfer, hunter, and enjoys firing up the smoker.

Zachary has spent over a decade working in multi-family investment offices in North Texas 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 as a Senior Wealth Manager based in the firm’s Fort Worth office. Zachary 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 those objectives, and solving any problems that arise along the journey. Zachary has a servant’s heart by nature and gains personal fulfillment and happiness by helping others fulfill their goals and objectives.

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.

Zachary is a true Texan, having never lived outside the state. He currently lives in Aledo, Texas with his wife Sarah along with their three children, Charlotte, George, and Mary Claire. Zachary enjoys spending time with family, avidly supporting his wife’s and children’s endeavors, and helping his father on their family ranch in Pontotoc, Texas.

As Executive Assistant at True North, Stephanie is responsible for providing administrative and organizational support to the CEO and President. In addition, she works with the business operations team ensuring all office procedures and systems are successful.

Prior to joining True North in 2023, Stephanie owned and created a nationally distributed gourmet food business, managing all aspects of business development, accounting, production and distribution. Her many professional and entrepreneurial experiences have enabled her to develop strong client service, executive support, and enterprise level experience.

The firm’s mission is Fulfilling Lives™, and Stephanie supports this by working collaboratively to assist True North’s top executives, building strong client and co-worker relationships, and actively listening in anticipation of what is necessary to best serve client needs.

Stephanie is a graduate of the University of Texas at Austin with a Bachelor of Science in Textiles and Apparel. Outside of the office, Stephanie enjoys spending time with her family, cooking new recipes, watching documentaries, gardening, volunteering at animal shelters, and exercising her energetic Australian Shepherd.

Dhruv Maniktala is the Chief Investment Officer at True North Advisors & Western Alternative Strategies and has over two decades of experience in the investment industry, spanning both public and private markets. Dhruv manages the initiatives of the investment team across traditional and alternative investments, including private equity, energy, real estate, and hedge funds. He also leads the Investment Committee at the firm.

Dhruv has served in various capacities across a broad spectrum of private and public markets. His Project finance and M&A roles in the private markets were focused on acquisitions of power and water infrastructure assets in Europe, Caribbean, South America and the US, including the acquisition and nationalization of the water and power assets of Jamaica. Some of his other experiences include evaluating power projects across Hungary, Germany and UK, LNG terminal and natural gas pipeline projects in South America, and water desalinization projects in the Caribbean.

During his time at Russell Investment Group, a global institutional consultant that advices on about $3 trillion in assets* for firms like AT&T, Boeing, Nestle, Toyota and Shell, Dhruv worked closely with the Chief Strategist to develop tactical asset allocation models and was the member of the research team that ranked in the top three in terms of performance amongst all Russell teams worldwide. In the public markets, Dhruv served as a VP and Equity Analyst at Wachovia focusing on domestic and international equities, and was chosen to share his business and investment insights with the CEO of the firm. He also managed asset allocation, portfolio construction, and manager selection across private and public markets at a multi-family office where he was a Principal of the firm.

Dhruv received his Bachelor of Technology in Mechanical Engineering from the globally renowned Indian Institute of Technology (IIT) that counts the CEOs of Google and Twitter, among others, as its graduates, and attended the University of Georgia on a full scholarship where he earned his MBA and majored in Corporate Finance, Investments and Quantitative Analysis. Dhruv is a Chartered Financial Analyst (CFA®) Charterholder and a member of the CFA Society of Dallas/Fort Worth. He serves on the RIA Advisory Board of Research Affiliates and is on the Investment Committee of IFG.

*As of September 30, 2021

Mario joined True North in 2023 as an Associate Wealth Manager. Being an Associate Wealth Manager allows Mario to serve as a strategic partner to the client and the team to provide innovative solutions, calculated guidance, and transparency tailored to the goals of each family or individual.

Mario brings comprehensive knowledge to True North in banking and wealth management from J.P. Morgan Chase & Co. and Southside Bank Wealth Management & Trust. A few of Mario’s past responsibilities included client onboarding, financial planning, and trust and estate administration for high and ultra-high net worth clients.

The firm’s mission is Fulfilling Lives™ and Mario implements this mission by understanding your family dynamic, goals, and personal investment needs to deliver strategies that seek to create wealth longevity for future generations.

Mario graduated from The University of Texas at Tyler with a Bachelor of Business Administration degree in Finance. Mario also holds an Accredited Asset Management Specialist certification.

In his free time, Mario enjoys playing a round of golf with friends, going for a run with his dog Luigi, or cooking a nice meal.

Jay McAuley joined True North Advisors in 2021 as Vice President of Strategic Relationships. His deep roots in the community align with our core values, culture, and strategic growth efforts. The firm’s mission is to Fulfill Lives™, and Jay supports this by providing superior service, care and attention in every interaction with our clients and community partners.

In 1992, Jay went to work at St. Mark’s School as the Director of Alumni Relations and Head Football Coach. Over the course of the next 12 years in the development office, Jay worked as Director of Major Gifts and ultimately Director of Development. The football team won two Southwestern Preparatory Conference titles and earned four runners-up trophies during this time.

In 2004, Jay moved to Presbyterian Healthcare Foundation to direct the Legacy of Care Capital Campaign, the most significant portion of which assisted in supporting the construction of the Hamon Tower. In 2008, he was named President of the Foundation and in 2012 when Presbyterian Healthcare Foundation was united with the Harris Methodist Health Foundation, Jay was named President of Texas Health Resources Foundation, a position he held until February 2021.

A lifelong Dallasite, Jay McAuley graduated from St. Mark’s School of Texas in 1981 and attended Texas Tech University, where he earned four varsity letters in football and graduated in 1986 with a Bachelor of Science degree in Petroleum Engineering. After graduation, Jay spent time in the oil and gas business as a field engineer for various companies while earning a Master of Business Administration from Southern Methodist University in 1990.

He served as the Chairman of the Cotton Bowl Athletic Association from 2016-2018 and is currently the second Vice President of the Salesmanship Club of Dallas where he has been a member since 2009. Additionally, he serves on the Board of the CC Young Foundation, the Executive Board of the Circle 10 Council of the Boy Scouts of America, and is a member of the Men’s Advisory Group of New Friends, New Life.

In his spare time, Jay volunteers for organizations he is passionate about in the Dallas area. Jay and his wife Jennifer have a grown son, Jake and a bulldog, Irene.

Jamil has worked in the investment industry for over 17 years, gaining experience in Private Debt, Private Equity, Private Real Assets, and Alternative Credit. Previously the Senior Investment Analyst – Private Markets at Guidestone Capital Management, he developed a passion for institutional quality private investment opportunities. He has brought this passion to True North where we focus on providing expanded access to private investments and alternatives.

As a Director of Investments – Credit and Private Markets at True North, Jamil’s primary responsibility, is helping build, execute, and manage the firm’s Western Alternative Strategies (WAS) investment offerings. Joining the firm in 2019, he brings unique perspective and insight into private investments and how they can align with and fulfill the lives of True North’s clients. In addition to his investment responsibilities, he is a voting member of the Investment Committee.

The firm’s mission is Fulfilling Lives™, and Jamil supports this by actively volunteering for various causes (both in North Texas and nationally) that help children and youth in different communities. In addition, he serves as a personal and professional mentor and on the Board of Directors for Torrey Project, a non-profit dedicated to utilizing the power of business to positively impact diverse communities and the environment.

Jamil earned a Bachelor of Arts in American Government from the University of Virginia and a Master of Business Administration from the Keller Business School of Management. He is a Chartered Financial Analyst (CFA®) Charterholder and a member of the Chartered Alternative Investment Analyst Association (CAIA®). His hobbies include basketball, reading, and watching movies with his wife and two daughters.

As an Associate Wealth Manager at True North, Preston is responsible for portfolio management and supporting client relationships for Fort Worth and West Texas families. He holds his CERTIFIED FINANCIAL PLANNER® certification which has allowed him to further expand his knowledge base towards helping clients in their wealth planning goals.

Preston joined True North in 2021 as a Portfolio Analyst and helped clients find innovative ways to build their portfolios. Previously a Client Operations Associate at Fisher Investments, he brings unique problem solving and client support focus to his daily work.

The firm’s mission is Fulfilling Lives™, and Preston supports this by providing high-touch service and support to the Director and Senior Wealth Manager in Fort Worth for the families, business owners, and entrepreneurs they serve.

After a career in professional baseball, 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 restaurants with his wife, Kristen, son, Miles, and their three rescue dogs. As former student-athletes, Kristen and Preston also enjoy supporting TCU athletics.

Andrew Oberst joined True North Advisors in March 2015 as a Portfolio Analyst. Promoted to Manager of Trading in 2022, he is responsible for client portfolio management and leading the Portfolio Analyst team. He is involved in implementing the firm’s trading and portfolio rebalancing needs, the strategic investing of new clients and is passionate about scalability within the portfolio management process and working with other teams in the firm.

The firm’s mission is Fulfilling Lives™, and Andrew supports this by his disciplined focus on managing client portfolios to help them reach their long-term goals. His focus on honesty, integrity, servant-leadership, empathy and putting others first is how he serves his teammates as well as the firm’s clients. He strives to contribute to the firm’s relentless pursuit of growth through hard work and problem-solving. Andrew has had the pleasure of spending his entire career with True North and has a fundamental understanding of the firm’s history, mission and care for its clients.

Andrew is a CERTIFIED FINANCIAL PLANNER™. He graduated Cum Laude from The University of Texas at Dallas with a Bachelor of Science degree in Finance. He was also the recipient of the Undergraduate Finance Leadership Award.

Andrew enjoys being outdoors, fishing, hiking, biking, local sports and spending quality time with friends and family.

Chris Pate joined True North in 2019 as Managing Director in our Fort Worth office. In addition to serving on True North’s Management Committee, his duties include ownership of True North’s Fort Worth presence and sourcing/evaluating private investment opportunities for clients of the firm. He is also a voting member of the firm’s Investment Policy Committee.

Prior to True North, Chris 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. He began his career at Q in the Financial Control group before spending 1.5 years on the risk team and 5+ years on the trading desk, eventually overseeing equities trading and financing operations for the firm. Chris also managed the firm’s recruiting operations and administrative staff and spearheaded several restructuring initiatives within portfolio company holdings during his tenure at Q Investments.

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.

True North Advisors and Western Commerce Group formed a strategic alliance in 2019 upon the merger of Western’s investments operation with True North. Western Commerce Group is a boutique investment and merchant banking firm founded in 1998 and based in Fort Worth.

Matt Peden joined True North Advisors in August 2023 as Senior Director of Investments. He has over three decades of experience in the investment industry, including senior leadership positions in portfolio management and research covering both public and private markets. Matt’s current responsibilities at the firm are primarily targeted towards public and traditional markets. Matt serves as a voting member of the firm’s Investment Committee.

Matt joined True North Advisors from American Beacon Advisors where he served as Director of Investments. In his role, Matt was involved in the evaluation, oversight, and management of investment programs for American Beacon’s largest funds and contributed to the development of new products and investment strategies for clients. He also served as a voting member of the Private Markets Investment Committee, responsible for the approval of investments for a large corporate defined benefit fund client.

During his long tenure at GuideStone Financial Resources, Matt elevated through the firm to the position of Chief Investment Officer, serving in that position for six years. He was responsible for developing and directing all aspects of the investment management program with approximately $18 billion* in assets under management. Under his leadership, GuideStone Funds won the national, prestigious mutual fund award, the Lipper Award for Best Overall Small Fund Family (U.S.). GuideStone Funds is the only socially screened mutual fund family to win the award in its history. Matt has also held an investment banking position at Southwest Securities, Inc. (now Hilltop Securities, Inc.) and an analyst position at First Interstate Bank (now Wells Fargo & Co.). He has also been quoted in the media on multiple occasions, including the Wall Street Journal.

The firm’s mission is Fulfilling Lives^TM, and Matt supports this by his dedicated focus on the importance of being a fiduciary of clients’ assets, always putting the client first in all aspects of the investment management decision making process. Matt also has a passion for and is involved in mentoring college students entering the investment management industry.

Matt earned an MBA from Texas Christian University with honors (Beta Gamma Sigma) and a BBA in Finance from the University of North Texas. He is a CFA® charter holder. Matt is a current and a past member of multiple boards and advisory boards and was a past president and a recipient of the distinguished member of the year award for the CFA Society of Dallas /Fort Worth.  His hobbies include running, golf, church activities, and spending time with his wife and son.

*As of February 2021

As Director of Client Operations, Vanessa is responsible for overseeing the Client Operations and Onboarding Team, including client account administration, new client onboarding, and custodial relationships. She is particularly involved with the strategic positioning of the firm’s client operations by leveraging current talent and technology, with her primary goal being to create efficiency and scalability. With over 13 years of experience in wealth management, Vanessa is passionate about leading her team to fulfill the firm’s core values, develop deep skillsets, and expand their industry knowledge to enhance the overall client experience.

Prior to taking on her role at True North Advisors in 2018, Vanessa was the Manager of Wealth Operations at Tolleson Wealth Management, where she led and contributed to the strategic planning of operational and client service initiatives.

The firm’s mission is Fulfilling Lives™, and Vanessa supports this by always putting the client first, ensuring her team is challenged and delighted in the work they do, and stays agile and willing to pivot to seek new solutions to the overall client experience.

Vanessa earned her Master of Business Administration in Organizational Behavior and Strategic Leadership at University of Texas at Dallas in Richardson. Vanessa’s hobbies include graphic arts and hiking.

Armando joined True North in 2023 as a Client Operations Analyst. He is responsible for account administration and paperwork, transactions, and reporting. Armando delivers strong attention to detail to ensure each service request is completed in an efficient and effective manner.

Prior to True North, Armando worked as an Operations Analyst at Goldman Sachs. In this role, he provided financial planning, investment management and operational support for clients of Goldman Sachs Personal Financial Management.

He has also held similar roles at other reputable financial services firms such as TD Ameritrade and Avantax Wealth Management (Formerly HD Vest). These positions have allowed him to grow in his field and become the financial professional he is today.

The firm’s mission is Fulfilling Lives™, and Armando supports this by providing exceptional support and service and continually striving for the respect and trust of our clients.

Armando graduated from Oklahoma State University with a Bachelor of Science in Business Administration, focusing on Management.

His hobbies include officiating baseball and football, traveling to the beach and attending sporting events.

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 Advisor^SM designation.

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

Jamie began her career with Moss Adams Wealth Advisors in Seattle, Washington. During that time, she gained an unparalleled experience in the financial planning space while also establishing herself as a respected associate advisor.

Joining True North as an Associate Wealth Manager in 2019, Jamie is widely known for her comprehensive estate, retirement, and insurance capabilities and is dedicated to thinking outside the box. Recently promoted to Wealth Planner in 2022, she supports the wealth advisors and investment managers by providing cutting-edge planning techniques.

The firm’s mission is Fulfilling Lives™, and Jamie supports this by thinking of innovative ways to direct, advise, and help clients reach their personal wealth goals at True North.

Jamie is a graduate of Texas Tech University, where she received her Bachelor’s Degree in Restaurant, Hotel and Institutional Management and a Master’s Degree in Personal Financial Planning. While Jamie’s career has taken her across the United State, she calls Dallas home and resides with her husband and their labradoodle fur baby. They enjoy making homemade pasta, hosting and entertaining friends and family, and traveling the world together.

As Partner and Senior Wealth Manager, Tara brings extensive experience in financial planning and portfolio management for high and ultra-high net worth individuals. 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 (2015-2021). 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.

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

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 a member of the Junior League.

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.

Will joined True North Advisors in 2013 and serves as Managing Director of Finance, Chief Compliance Officer, and Partner. He is responsible for managing the financial functions of the firm including budgeting, cost accounting, forecasting, ratio analysis, and other fiscal matters, which are used to formulate many of the company’s business decisions. He works directly with the leadership team to help keep the firm’s budget and financial projections on track each year.

Will brings strong accounting and auditing skills to True North. Prior to joining the firm, he was Senior Accountant at JMI Realty, a private real estate investment and development company in Austin, Texas. While there, he assisted with periodic financial reporting, cash forecasting, and cost analysis. Prior to JMI, Will was a senior auditor at Mohle Adams, a public accounting firm in Houston, Texas.

Will is a graduate of St. Edward’s University where he graduated Cum Laude with a Bachelor of Business Administration in Accounting and Finance.  In his spare time, Will enjoys traveling and any activity he can experience outdoors, from camping to rock climbing to cycling and scuba diving.

Joining True North in 2019, Marisa is a Senior Portfolio Analyst, responsible for implementing the firm’s trading and portfolio rebalancing needs. Previously an Investment Analyst at Quest Capital Management, Marisa brings laser-focused accuracy and comprehensive support to True North. With a propensity for being detail oriented, Marisa is passionate about finding innovative ways to be more efficient and effective for our wealth and investment teams trading needs.

The firm’s mission is Fulfilling Lives™, and Marisa supports this by putting others first, running through walls to accomplish the firm’s goals, and focusing on teamship and collaboration.

Marisa is a Southern Methodist University graduate with a Bachelor in Business Administration in Marketing, with concentrations in Finance and Accounting.

She enjoys spending time outside, trying new restaurants, and being with friends.

As Director of Investor Relations at True North, Danielle partners with the investment team to create investment presentations, commentaries, and fact sheets.  She assists with investment communications and financial reporting.  Danielle is tasked with cultivating and maintaining relationships with investors with the goal of expanding the reach of the firm’s alternative investment platform.

Danielle has a background in private equity, fundraising, and commercial real estate.  Most recently, she served as Vice President of Investor Relations at Rex Tech Ventures. As VP, she advised the Founder & CEO on overall strategy and positioning and identified, cultivated, and solicited high-net-worth individuals and family offices to invest in the venture studio.  Before Rex Tech Ventures, she worked in investor relations for Kairos Ventures, an early-stage venture capital fund.  While there, she managed relationships of 150 limited partners across four funds and assisted in fundraising efforts to grow Kairos’s AUM from $45M to $250M+ in three years.

Before Kairos, Danielle worked in the Development Office at the California Institute of Technology (“Caltech”), managing fundraising efforts from major donors in Caltech’s $2B Breakthrough fundraising campaign.  Previously, Danielle served as a Corporate Services Manager at Cushman & Wakefield, a leading global real estate services firm, where she managed Health Net, Inc.’s national real estate portfolio to help it contain costs and standardize its deal term sheets, lease agreements, subleases, and purchase and sale agreements.

The firm’s mission is Fulfilling Lives™, and Danielle supports this by seeking innovative ways to expand the reach of the firm’s alternative investment platform.

Danielle received a BA in English from Princeton University and was a member of the Cap & Gown Club and the Social Chairperson for the University.  She also received a JD from the University of Michigan Law School and was Vice Chancellor of the Barristers.

Danielle currently lives in Fort Worth, Texas.  She enjoys attending TCU sporting events, hiking, paddle boarding, camping, doing yoga, and playing tennis and soccer.  She is a member of the DFW/North Texas Chapter of the Hikerbabes Community, a diverse group of women who share a passion for the outdoors.

Drew joined True North in 2023 as a Client Operations Analyst. In this role, Drew supports wealth managers by executing critical client service requests. This includes account administration, transactions, and other operating activities.

Drew aspires to gain more knowledge and experience with the financial services industry and enjoys the unique challenges it presents. He is passionate about serving the firm’s client families to help achieve their financial goals.

The firm’s mission is Fulfilling Lives™, and Drew supports this by being detail-oriented and ensuring each client is properly supported.

Drew grew up in San Diego, California before graduating from Baylor University in 2023 with a Bachelor of Business Administration in Finance and Entrepreneurship.

In his spare time, he likes to play golf and sand volleyball, volunteer at church, and go snowboarding.

Maddie joined True North in 2022 as an Associate Wealth Manager. With a passion for helping families and individuals simplify their lives, she serves as a trusted partner to clients in providing innovative solutions for their complex financial plans. Through understanding each client’s unique story, she helps provide unbiased and personalized wealth planning and advice.

Maddie brings in-depth banking and wealth management experience from J.P. Morgan. Prior to joining True North, she was responsible for implementing investment products and strategies for institutional and ultra-high net worth client portfolios in J.P. Morgan’s Private Bank.

The firm’s mission is Fulfilling Lives™, and Maddie supports this by building strong connections with clients to understand their entire financial picture, using disciplined decision-making to ensure client’s accomplish their goals, and avoiding costly mistakes. In addition, she believes that true wealth is more than assets that you own. It is a measure of the memories, experiences, legacies, and relationships you embrace through your journey.

Maddie is a University of Kentucky graduate with a BA in Finance and a BS in Accounting and holds a CERTIFIED FINANCIAL PLANNER® certification. When not rooting for her Kentucky Wildcats in college basketball, she enjoys golfing, spending time outdoors, and quality time with friends and family. Before moving to Dallas, Maddie grew up in the Midwest and is a lifelong St. Louis Blues hockey fan.

Holly B. Wilkins joined True North in January 2021 and serves as Director of Marketing. In her role, she oversees the strategic development, planning and implementation of True North’s branding positioning and marketing efforts. Holly believes Marketing at its core is about people and what drives their loyalty to a brand. Her approach is largely driven by  personalized customer experiences that are engaging and purposeful. Holly also oversees the firm’s multi-channel digital campaigns, enhancing the brand’s footprint, social, advertising and media platforms, charitable opportunities, event management, and other creative projects.

The firm’s mission is Fulfilling Lives™, and Holly supports this by constantly seeking innovative ways to deliver inspirational, educational, and informational content to our True North clients and their families.

Prior to True North, Holly was with Greystar Real Estate Partners for 10 years. While there, she developed and led marketing strategies in the Midwest, based out of Chicago, for over 23,000 Class A, luxury apartment units, including high-rise, mid-rise, and garden style developments, acquisitions, and strategic value-add investments.

Holly graduated from Texas Tech University, Rawls College of Business, with a Bachelor of Business Administration in Marketing. Outside of her professional life, Holly spends her time traveling, going to college sporting events (especially to cheer on her beloved Red Raiders), spending quality time with family and friends, cooking and enjoying new restaurants, and attending as many live music shows as possible. Holly resides in Dallas with her husband, Drew, and mini-Goldendoodle, Max.

Scott Wood, along with Co-founder Mark Gehlbach, launched True North Advisors in 2000, with the single goal of eliminating conflicts of interest in the client-advisor relationship. As True North’s CEO, Scott is the architect of the firm’s vision, strategy and culture and is a voting member of the firm’s Investment Policy Committee. He also shares responsibility for shaping the growth, profitability, and marketing of the firm.

Scott holds the distinction of being a Certified Investment Management Analyst® (CIMA), awarded by the Wharton School of Business, a Certified Private Wealth Advisor® (CPWA), and a Certified Exit Planning Advisor® (CEPA).

The firm’s mission is Fulfilling Lives™, and Scott supports this by helping shape a team of advisors to understand what is most important to each client and what they’re trying to accomplish, to build a holistic plan to meet those goals, and then to deliver on that promise.

Scott serves on many boards and organizations in Dallas, including Chairman of the Momentous Institute Board, Treasurer of the Tom Landry FCA Foundation, and Park Cities Baptist Church’s Long-Term Planning Committee. He’s also an active member of the YPO Gold-Dallas, YPO Gold-Maverick and the Salesmanship Club of Dallas.

Scott attended Baylor University in Waco, Texas, where he received a Bachelor of Business Administration. Scott values faith, family, and relationships; everything else is filtered through those priorities. When not working, he most enjoys time with his wife and three daughters, particularly spending time outdoors, snow skiing, cycling, running, golfing, surfing, boating or just about any other recreational pursuit.

Joining True North in 2023 as an Associate Wealth Planner, Sofia brings with her strong understanding of wealth planning and the various complexities it entails for clients and their families. She is deeply committed to thinking outside of the box and 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. 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 around Dallas.

True North Advisors and Western Commerce Group formed a strategic alliance in 2019 upon the merger of Western’s investments operation with True North. Western Commerce Group is a boutique investment and merchant banking firm founded in 1998 and based in Fort Worth.

Over the past two+ decades Western has quietly executed over $5 Billion in corporate mergers/acquisitions and continues to invest in many private businesses, both in control and minority roles. Dedicated to partnering with founder-owned businesses outside of the traditional private equity auction environment, Western’s off-market approach and deep industry knowledge has become a consistent source of attractive investment opportunities.

western-companies.com