Our Team

Frankie is a managing partner of True North Advisors, LLC. He started his career in the financial services industry in 1982 in Charlotte N.C. after graduating with a Bachelor’s degree in accounting from Concord University. In...

Jen, a managing partner of True North Advisors LLC, started in the financial services industry in 2005. She is a graduate of University of Richmond for both her undergraduate degree in 1992 and a Masters of Business Administration in...

Austin Perryman is a Financial Planner with True North Advisors, LLC. His career in the financial services industry began in 2016 in Richmond, VA following his graduation from Hampden-Sydney College with a Bachelor's degree in...

Brooke Sizemore is the Executive Assistant of True North Advisors, LLC. She earned a Bachelor’s degree in Marketing from Virginia Commonwealth University in 2010. After graduating, Brooke married her college sweetheart, Scott...

Jim Rose joined IBM's Federal Systems Division in 1969 as a personnel trainee after graduating from the University of Minnesota with a M.A. in Industrial Relations.  After several management positions ...