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 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.

As the Senior Director of Wealth Management and Partner, 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.

Kellie joined True North Advisors in 2019 as a Senior Wealth Manager and became Partner at the firm in 2025. 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.

Matt joined True North Advisors through an acquisition in July 2025 and is a Senior Wealth Manager and Partner at the firm. Before the acquisition, Matt was a Founder and Managing Partner of Blue Investment Partners. He has over 25 years of institutional money management experience.

Matt has spent almost his entire professional career investing the assets of institutions and high net worth individuals.  He worked for several investment management firms with strategies that varied from traditional long-only investing to highly-sophisticated, beta-neutral hedged strategies.  His diverse professional experience includes security analysis, portfolio construction, risk management, and marketing.

Prior to founding Blue Investment Partners, Matt was a Portfolio Manager at Citadel, one of the world’s leading hedge funds, where he managed a team of six analysts and invested close to $1 billion. Before Citadel, Matt worked for several buy-side firms, including Montgomery Asset Management, Andor Capital Management, and Apex Capital. He spent 11 years at Apex, joining as an analyst and leaving as a Portfolio Manager. Matt worked closely with some incredibly intelligent and talented investors and works hard to apply those learning experiences to the work we are doing at Blue.

Matt graduated from the University of California, Berkeley with a BA in Economics and a Minor in Classical Civilizations. He also studied at Oxford University in the U.K. while an undergrad.

Matt received his MBA in Finance from Georgetown University and has been a CFA Charterholder since 1999.

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.

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.

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.

Brett joined True North Advisors through an acquisition in July 2025 and is a Senior Wealth Manager and Partner at the firm. Before the acquisition, Brett was the Founder and Managing Partner of Blue Investment Partners. He has over 30 years of markets, financing, and operating experience at leading financial institutions, both on the buy and sell side.

Prior to founding Blue Investment Partners, Brett was a Managing Director in the J.P. Morgan Private Bank, serving as Banker/Advisor to wealthy families principally from the financial services industry. His partnership with this preeminent client base focused on strategies and solutions to manage and optimize their balance sheet across investments, banking, and credit.

Prior to joining the Private Bank, Brett was responsible for J.P. Morgan’s Prime Brokerage business in the Western States. That business, in the Corporate and Investment Bank, provides custody and financing for Hedge Funds, traditional Asset Managers, and Family Offices. Throughout his 20 year career at J.P. Morgan, Brett directly led coverage of several of their largest, most sophisticated, and highest profile institutional and individual family clients. He was a nine year member of the J.P. Morgan Chase California Operating Committee.

Brett was a Senior Managing Director at Bear Stearns prior to the J.P. Morgan merger and held roles in the Global Equity Division including Senior Relationship Manager, Equity Research Sales, and Equity Capital Markets.

Brett’s ten years of buy side experience includes roles as Securities Analyst, Director of Research, and Portfolio Manager at each of a leading hedge fund, a $2B+ family office, and a Fortune 100 corporate pension plan. Brett has managed investments along the entire spectrum of Traditional and Alternatives, across the full capital structure, and over the course of multiple cycles.

Brett graduated from the University of California, Berkeley with a BA in Economics.

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.

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.

Serving as Senior Director of Wealth Management and Partner in the firm’s Fort Worth office, Zachary advises high-net-worth families, business owners, and entrepreneurs and delivers disciplined guidance and personalized strategies in 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 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.

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.

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.