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 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.

As Manager of Client Operations, Danielle provides oversight for 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 ensure the firm is delivering exceptional outcomes and positive attitudes at each interaction.

Having joined the company in 2018 as a Client Service Specialist, Danielle has over six 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 Senior Portfolio Analyst at True North, specializing in trading, rebalancing, and portfolio management. In this role, he prioritizes precision in execution, shares his knowledge and expertise with colleagues, and implements the firm’s innovative strategies to help clients achieve their investment goals.

Grant joined True North in 2021 as a Client Operations Analyst, supporting the tactical and administrative needs of both clients and advisors. His attention to detail and operational expertise led to his transition to the Portfolio Management team, where he served as a Portfolio Analyst from 2023 to 2024 before being promoted to his current role in 2025.

Prior to True North, Grant worked at TD Ameritrade and Charles Schwab for three years, gaining extensive experience in financial operations, investments, and client service. During this time, he developed a deep understanding of investment management, market trends, and the broader wealth management industry, equipping him with the expertise to navigate evolving financial markets.

The firm’s mission is Fulfilling Lives™, Grant is committed to putting others first and exceeding expectations for both clients and colleagues.

Grant holds a Bachelor of Science in Economics from Texas Christian University in Fort Worth, Texas. Outside of work, Grant enjoys snowboarding, investing, and spending time with family and friends.

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.

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 the designations of Certified Private Wealth Advisor® (CPWA) and Certified Investment Management Analyst ® (CIMA) through the Investments & Wealth Institute 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 family reside in Flower Mound, TX.

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 extensive knowledge, experience, energy, enthusiasm, and problem-solving skills. Prior to assuming this position, Caleb was a Senior Wealth Manager, serving some of the firm’s most complex clients. He serves 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 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.

Ryan joined True North in 2023 as a Client Operations Analyst. He is responsible for account openings, asset movement, and setting up the firm’s client families for success during a transition period.  Ryan delivers strong attention to detail to ensure each onboarding is completed in an efficient and effective manner. He seeks to provide the best client experience possible during a time of transition.

Prior to joining True North, Ryan was with Fisher Investments as a key operations and onboarding 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 role on the international side of the firm. From this experience, he brings an understanding of the operational skills necessary to successfully create the best client experience possible at True North, but also bringing new processes and ideas to into the operations team to further expand the success of his team.

The firm’s mission is Fulfilling Lives™, and Ryan supports this by always seeking to provide the highest level of service possible and being detail orientated to ensure the best possible experience is given.

Ryan graduated from The University of North Texas (UNT) with a Bachelor of Business Administration in Economics.

His hobbies include dog walking, trying new restaurants, and reading.

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.

As the Senior Director of Wealth Management, 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.

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.

Ian joined the True North team as an Associate Wealth Manager in 2024. 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 an emphasis in personal financial planning.

In his free time, Ian enjoys running at White Rock Lake, rock climbing with his wife, and listening to great jazz music around Dallas.

As Managing Director of Partnership Integration at True North, Paula leads the transaction process to a successful closing, ensuring achievement of the firm’s inorganic growth targets. She also manages the welcoming, onboarding, and assimilation of new advisory firms and their clients into the True North family. With a focus on client success and target financial performance, Paula ensures that the firm’s core platform processes are updated with the latest best practices and effectively adopted and executed across the fast-growing organization.

Since joining the firm in 2005, Paula has worn many hats, including leadership of the Wealth Management team, the Wealth Planning team, the Client Operations team, Sales and Marketing, and Human Resources. In every role, her primary goal has been to consistently deliver an exceptional client experience and to attract and retain top talent in the workplace.

Before joining 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.

True North’s mission is Fulfilling Lives™. Paula supports this by investing in the team’s growth and development, pursuing excellence in the quality and consistency of services delivered, and championing innovation and scalability of the firm’s offering.

In 2018, Paula completed the Schwab Executive Leadership Program, an elite nationwide program for a small cohort of industry leaders with experience growing successful RIA firms.

Paula currently serves on the board of Twelve21 Global, a faith-based mission organization that mobilizes people to serve alongside local leaders in spiritually dark and impoverished communities through education, healthcare, and church plants.

Paula graduated from Stephen F. Austin State University with a BBA in Finance. She also earned a certificate of graduate studies from Dallas Theological Seminary. Paula and her husband have three sons and one daughter, a white golden retriever, and a black cat. She loves to travel, spend time with friends and family, exercise, learn new things, and find reasons to be grateful.

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 is working towards his CERTIFIED FINANCIAL PLANNER™ certification.

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

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 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.

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.

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.

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

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.

Anna serves as a Senior Associate Wealth Manager, where she is primarily responsible for helping manage client relationships. Anna helps to oversee and implement clients’ investment objectives, as well as their financial planning needs in the realms of estate, risk management, retirement planning, tax strategy, and liquidity management. Anna works closely with the Portfolio Analysts and Client Operations teams to carry out client requests in an efficient & 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 a deep understanding of True North’s investment philosophy and portfolio approach.

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 through an accelerated one-year program, and shortly after received her CFP® certification.

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

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, Connor’s dedication extends beyond the workplace. In his downtime, he follows his alma mater Creighton Bluejays and childhood favorite Iowa Hawkeyes, engaging in collegiate athletics.

Connor also enjoys gaming with friends and cherishes moments with family in his hometown of Des Moines, Iowa.

As the Deputy Chief Investment Officer, Brian maintains oversight of the team’s research functions and plays an important role in shaping and implementing the firm’s investment strategy. His extensive experience with traditional and alternative asset classes combined with his collaborative approach help the Investment Team deliver thoughtful investment solutions for clients. Brian is also a voting 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 a best-in-class 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.

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.

As Senior Director of Partnership Integration at True North, Blake drives the firm’s inorganic growth by leading successful acquisitions. With a deep understanding of wealth management operations and a passion for building strong partnerships, Blake is committed to fostering a culture of continuous improvement and long-term success for acquired firms and the broader True North team.

In 2023, Blake completed the Schwab Executive Leadership Program, an elite nationwide program for a small cohort of industry leaders with experience growing successful RIA firms. Prior to joining True North in 2018, 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 graduated from Auburn University, majoring in Business Administration (Accounting). He earned his MSA from Southern Methodist University. He 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.

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 an Associate Wealth Manager and Portfolio Specialist at True North, Aaron’s responsibilities include researching and communicating to clients and advisors current and potential investments, providing support to Senior Wealth Advisors, and trading in accounts. Prior to joining True North, Aaron was a Portfolio Manager at Clear Rock Advisors, where he started at the company as an intern in the spring of 2020.

Prior to this role, he interned at BOK Financial as a Wealth Management Summer Intern, Waddell and Reed as a Broker Dealer Intern, and Twin Financial as a Marketing Coordinator Intern. He also served as an Equity Research Analyst at Texas Christian University’s Educational Investment Fund.

In May of 2020, Aaron graduated Magna Cum Laude from TCU’s Neeley School of Business and John V. Roach Honors College. He is also a Chartered Financial Analyst (CFA®) Charterholder and a member of the CFA Society of Dallas/Fort Worth.

In his free time, Aaron enjoys reading, Kansas City sports, listening to music, and spending time with his family.

In 2025, Mary Claire was promoted to Client Operations Analyst, where she now plays a vital role in delivering a seamless client experience. She supports Wealth Managers by managing critical operational tasks, including account setup, maintenance, and fund transfers. She also oversees client documentation, provides timely status updates, and ensures the efficient resolution of service requests. Additionally, Mary Claire assists with client onboarding, working closely with third-party vendors and our Advisory Team to fulfill client needs and enhance the overall  experience.

Mary Claire joined True North in 2023 as an Office Coordinator, where she played a key role in facilitating office operations, managing administrative tasks, coordinating high-profile meetings, maintaining comprehensive calendars, and handling confidential client materials with precision. She also contributed to fostering a positive workplace culture by organizing events and providing essential technical support.

At the heart of the firm’s mission of Fulfilling Lives™, Mary Claire exemplifies this by embodying the spirit of teamwork and consistently prioritizing the needs of others.

Mary Claire grew up in Dallas and graduated from Baylor University in 2023 with a Bachelor of Business Administration in Economics and International Business.

In her spare time, she loves to walk the Katy Trail with friends, play with her family’s dogs, travel the world, and cheer on the Dallas Cowboys.

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 of 19 years, Andrea, and three young children. His hobbies include being a full-time husband and dad, jiu-jitsu, music, and anything outdoors.

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.

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

Jay McAuley joined True North Advisors in 2021 as Senior Director of Strategic Relationships. His deep roots in the community align with the firm’s core values, culture, and strategic growth efforts. The firm’s mission is Fulfilling 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 – 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.

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.

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.

As a Senior Client Operations Analyst at True North, Tamra provides diverse account management and executive and operational support to the leadership team and wealth management advisors. Prior to joining True North, Tamra served as an Operations Manager at Clear Rock Advisors.

Prior to joining Clear Rock Advisors, she served at Massey, Itschner & Company, P.C., assisting directly with the operational aspect of the Financial Planning Division, managing operational, compliance and back-office functions. Prior to that, she served as a Sales Associate at RBC Wealth Management and previously served as Senior Mortgage Lending Assistant at First Security Bank in New Mexico.

Tamra has participated in multiple continuing professional education training courses and attended New Mexico State University.

As Director of Trading at True North, Andrew leads the Trading and Portfolio Implementation Team and is responsible for implementing the firm’s investment philosophy and strategy across all client portfolios.

Joining True North as a Portfolio Analyst in 2015, Andrew spent the past decade establishing core processes and procedures for the firm as it relates to rebalancing, trading and portfolio management. He believes that wealth and investment management require not only deep technical expertise but empathy and humility. Andrew aspires to live up to this notion by leading with a deep focus on accuracy, efficiency and integrity.

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 servant-leadership is how he serves his teammates as well as the firm’s clients. 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.

As Director of Investments at True North, Mac is responsible for portfolio management and manager due diligence across the Western Alternative Strategies (WAS) investment offerings, including private equity and private credit. He continuously strives to increase his investment acumen while strongly maintaining a fiduciary role for clients.  The alternatives asset class has always intrigued Mac, leading to his motivation for growth within that space. Mac is also a member of the firm’s Investment Committee.

Prior to joining True North, Mac served as Director of Private Markets at American Beacon Advisors (ABA) for 13 years, successfully managing the private equity and private income portfolios for the Fixed Benefit Pension Plan of American Airlines, Inc., as well as sitting on ABA’s Private Markets Investment Committee. Before ABA, Mac received his introduction to private markets and hedge funds during his productive 6-year employment as a member of the investment staff at Louisiana State Employees’ Retirement System.

Mac earned a Bachelor of Science degree in Finance and a minor in Economics from The University of Alabama, and a Master’s Degree in Business Administration with a Finance Concentration from Louisiana State University. Mac is a Chartered Alternative Investment Analyst (CAIA®).

Outside of the office, you’ll likely find Mac enjoying a patio on a Saturday afternoon with college football on TV, particularly cheering for his alma mater, Alabama. His favorite places in the world include Lake Tahoe in the summer and the Caribbean during the winter. Whether it’s hiking in the mountains or relaxing on a beach, Mac loves making the most of the outdoors in his free time.

Nick joined True North in 2023 as a Client Operations Analyst. He is responsible for account administration, transactions, and reporting. Nick supports the wealth management team by maintaining strong attention to detail to ensure accuracy and timeliness in operational activities.

Prior to joining True North, Nick worked in JP Morgan’s wealth management division where he developed operational skills and gained a keen understanding of the financial services industry. In this role, he provided clients with guidance on financial products, account services, and estate processing.

The firm’s mission is Fulfilling Lives™, and Nick supports this by striving for the highest level of service in his commitment to meet the needs of each client he serves.

Nick graduated from the University of North Carolina Chapel Hill with a Bachelor of Science in Business Administration and a concentration in Finance.

His hobbies include spending time with friends and family, exercising, and trying new restaurants.

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.

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® charterholder. 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 DFW.  His hobbies include running, golf, church activities, and spending time with his wife and son.

*As of February 2021

As a Senior Director of Client Operations, Vanessa is responsible for overseeing the Client Services and Operations team, 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 15 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. In her spare time, Vanessa enjoys spending time with family and friends, and when time allows, she enjoys her hobbies which 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.

Joining True North in 2024 as a Portfolio Analyst, Emily is responsible for implementing the firm’s trading strategies and portfolio rebalancing needs. Previously an Investment Banking Associate at Hilltop Securities, Emily brings superior attention to detail and strong analytical expertise. She is driven by a desire to optimize efficiency and discover innovative approaches to fulfill our clients’ trading requirements.

The firm’s mission is Fulfilling Lives™, and Emily supports this by prioritizing the needs of others and placing a high value on the well-being of clients and colleagues.

Emily earned her Bachelor of Science in Finance and Minor in Psychology at the University of Kansas. Her hobbies include playing tennis and pickleball, painting, and traveling.

Lily joined True North as a Business Development Analyst in January 2024 and supports the Director of New Client Relationships. With a passion for fostering growth and cultivating meaningful client experiences, Lily is dedicated to driving new business opportunities while providing comprehensive support across various business functions. Committed to excellence in all facets of her work, Lily regularly conducts market research, analyzes data, or collaborates with cross-functional teams to implement effective solutions.

As a Business Develop Analyst, Lily helps to identify emerging trends and leverage strategic insights to unlock untapped potential for developing new business opportunities. Her keen analytical skills combined with a creative approach allows her to offer innovative ideas tailored to help maximize growth for True North.

The firm’s mission is Fulfilling Lives™, and Lily supports this by putting others first and striving to be a dependable, compassionate part of the True North team.

Lily is originally from Birmingham, Alabama. She is currently pursuing degrees in Psychology and Cognitive Science at Southern Methodist University.

In her spare time, Lily loves spending time with her family, walking, and music.

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.

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.

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.

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.

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 (2002-2023). 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.

Bernadeta joined True North Advisors in 2024 as Director of Human Resources, bringing with her a wealth of expertise in legal compliance, employee relations, culture and engagement, and strategic HR leadership. She is an accomplished HR Executive renowned for her innovative approach to human resources management and her dedication to driving organizational success. Her previous roles at Clarus, Richemont, and Manheim further highlight her proficiency in talent management, employee engagement, and HR analytics.

In her prior role as Vice President of Human Resources at CarOffer, Bernadeta played a pivotal role in steering the company’s HR functions, including talent acquisition, performance management, and benefits administration. Her leadership was instrumental in fostering a collaborative work environment and implementing effective performance management processes, which contributed to CarOffer’s recognition as a Top Place to Work in the Dallas-Fort Worth area.

Prior to CarOffer, Bernadeta served as Human Resources Director at IKS Health, where she spearheaded the development of a comprehensive HR strategy aligned with the company’s growth initiatives and led significant change management efforts. Her expertise also includes extensive experience in mergers and acquisitions, as demonstrated in her successful HR integration leadership.

Bernadeta holds an MBA from Texas Christian University and a Senior Professional in Human Resources (SPHR) certification. She is a member of the Society for Human Resource Management (SHRM) and holds advanced certifications in various HR disciplines, including compensation metrics and leadership development.

Beyond her professional achievements, Bernadeta has a passion for travel, embracing the opportunity to explore new cultures and destinations. She also cherishes spending quality time with her two sons.

Marisa serves as Manager of Trading with direct oversight of all client portfolios. Joining True North in 2019, Marisa also served as 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.

Mark has over twenty years of experience working in multi-family offices and private banks advising families and business owners in areas such as multi-generational wealth planning, investment management, pre-transaction planning, and private banking.

As the Senior Director of  Strategic Relationships, Mark is responsible for new business development that will deliver organic growth for the firm. Mark also leads the firm’s pre-transaction planning initiative for entrepreneurs and executives.

The firm’s mission is Fulfilling Lives™, Mark supports this by being passionate around reducing regret which is very common among business owners who have sold. To accomplish this goal, Mark and his team acts as guides for business owners so that they can determine if they are truly ready to sell from all perspectives: personal, financial, and business.

Before joining True North in 2024, Mark served as market leader for BMO Wealth Management in Texas.  Prior to that, Mark served as director of business development for Tolleson Wealth Management.

Mark earned a Bachelor of science in Biology from the University of Texas at Austin. In addition, he has a Master of Business Administration in Finance from Southern Methodist University. Mark is also a Certified Private Wealth Advisor® (CPWA).

Mark’s hobbies and interests include fitness, travel, snow skiing, premier league soccer, and Formula 1. Outside of the office, Mark loves to spend time with his wife, two children, and is often seen walking his two dogs.

Holly joined True North in January 2021 and currently serves as the Director of Marketing. In her role, she oversees the strategic development, planning and implementation of True North’s branding and marketing efforts. Holly believes Marketing at its core is about people and what drives them to become loyal to a brand. Holly’s leadership in marketing at True North is characterized by a commitment to understanding and connecting with people, maintaining brand integrity through governance, and driving results through the use of key performance indicators. Her strategic direction ensures that True North’s marketing efforts are targeted, impactful, and aligned with the company’s objectives, purpose, and mission.

Prior to True North, Holly was the Regional Marketing Manager at Greystar, a global leader in investment management, development, and management of rental housing properties in over 200 markets. Over the course of her 10-year tenure, Holly played a pivotal role in spearheading marketing efforts for a vast portfolio comprising of 23,000 Class A luxury apartment units based out of the Greystar Chicago office. Her role encompassed not only the marketing of existing properties but also involved strategic planning for acquisitions and value-add investments.

The firm’s mission is Fulfilling Lives™, and Holly supports this by constantly seeking innovative ways to deliver inspiring, educational, and informational content to existing clients and partners.

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, and a Certified Private Wealth Advisor® (CPWA).

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 serving as the 104th President of the Salesmanship Club of Dallas, 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 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. 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.

True North Advisors and Wealth Partners Capital Group (“WPCG”) formed a strategic partnership in January 2024, with WPCG (together with financial partner HGGC) making a minority equity investment in True North.

WPCG’s mission is to help True North expand its capabilities, service and footprint in order to better assist more clients in more places. WPCG seeks advisors who share True North’s client-first culture and its fiduciary, planning approach to wealth management. Since its founding in 2017, WPCG has executed over 143 acquisitions on behalf of its partner firms, representing over $55 billion in private client assets.

To learn more, visit wealthpcg.com.