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...

Juliette is a financial planner with True North Advisers, LLC. She started her career in financial services industry in 1990 after graduating with a bachelor’s degree in accounting from University of Delaware. She holds a Master...

Cathy Mask is an Executive Assistant with True North Advisors, LLC. She graduated from Virginia Commonwealth University in 1991 with a Bachelor of Science degree in Psychology. She worked for many years as a paralegal before beginning...

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 ...

Laura Dickinson is engaged as Executive Assistant with True North Advisors, LLC after a long career in the financial services industry starting in 1995. She has her Life and Health, FINRA (www.finra.org) Series 7, Series 63, Series 66...