About True North Financial Group
Wealth Planner and founder of True North Financial Group. We are an independent firm affiliated with LPL Financial, the largets independent broker-dealer in North America. By collaborating with LPL, we gain access to expertise in various financial areas and our alliance with them ensures that our clients receive the best possible guidance for their financial journey.
Our mission revolves around three core principles: Protection, Savings, and Growth.
I am dedicated to helping you achieve financial peace of mind through comprehensive and personalized solutions tailored to your unique needs and goals
I began my professional journey working my way through college in the restaurant business. Starting as a busboy, I gradually worked my way up to manager, learning invaluable skills and gaining a deep appreciation for the industry. My dedication and hard work led me to become a partner in a small restaurant, and eventually, I realized my dream of owning a startup restaurant.
After several successful years in the culinary world, I transitioned into financial services with a small firm. My entrepreneurial spirit soon inspired me to leave and become an independent advisor, allowing me to offer more personalized and comprehensive financial solutions to my clients.
On the personal front, I have been part of a blended family for almost ten years, blessed with two sons and two daughters. We cherish our time together, especially enjoying boating adventures and spending time with our retired racing greyhound, Brock.
In addition to my professional and family commitments, I am an active member of Orchard Ridge Church of the Nazarene, where I serve as the financial giving secretary. This role allows me to combine my financial expertise with my commitment to supporting our church community.
Our mission revolves around three core principles: Protection, Savings, and Growth.
I am dedicated to helping you achieve financial peace of mind through comprehensive and personalized solutions tailored to your unique needs and goals
I began my professional journey working my way through college in the restaurant business. Starting as a busboy, I gradually worked my way up to manager, learning invaluable skills and gaining a deep appreciation for the industry. My dedication and hard work led me to become a partner in a small restaurant, and eventually, I realized my dream of owning a startup restaurant.
After several successful years in the culinary world, I transitioned into financial services with a small firm. My entrepreneurial spirit soon inspired me to leave and become an independent advisor, allowing me to offer more personalized and comprehensive financial solutions to my clients.
On the personal front, I have been part of a blended family for almost ten years, blessed with two sons and two daughters. We cherish our time together, especially enjoying boating adventures and spending time with our retired racing greyhound, Brock.
In addition to my professional and family commitments, I am an active member of Orchard Ridge Church of the Nazarene, where I serve as the financial giving secretary. This role allows me to combine my financial expertise with my commitment to supporting our church community.
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