Our Team
True North Advisors, LLC
Learn more about our team members below and follow the link to learn about our volunteer and team building events!
Jennifer Rose, MBA, CLU®, ChFC®, RICP®
Managing Partner
Jen, a managing partner of True North Advisors, LLC., grew up in Northern Virginia but moved to Richmond for college in 1988 and has never looked back. She is a graduate of University of Richmond for both her undergraduate degree....
Frankie Butler, CFP®, CLU®, RICP®
Managing Partner
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...
Russell Cumbea, III, CFBS
Financial Planner
Russ started his career in the Financial Services industry in 1990 after attending Virginia Commonwealth University with a degree in Economics. Russ has his Life and Health License, FINRA ( www.finra.org) Series 6, Series 63 and 65...
R. Rawlings Cumbea, IV
Financial Planner
Rawlings is a Financial Advisor with True North Advisors, LLC. Rawlings graduated from Roanoke College in 2017 with a Bachelors of Business Administration. He has his Life and Health License, SIE, FINRA Series 7, Series 63, and...
Charlotte Fox, CFP®, CAW™
Financial Advisor
After graduating from James Madison University in 2011, Charlotte began her career in the Financial Services industry at a large broker-dealer. Charlotte is a CFP® practitioner as well as a Certified Advisor for Women™. She...
Payton Fackler
Executive Assistant, Paraplanner, Marketing Coordinator
pfackler@truenorthvirginia.com
Payton Fackler is an Executive Assistant and Marketing Coordinator with True North Advisors, LLC. She grew up in Chesterfield County with her parents and twin sister, and now resides in Richmond City. Payton graduated from George Mason.....
Dewyonna Sites
Executive Assistant and Investment Specialist
Dewyonna Sites is an Administrative Assistant and Investment Specialist with True North Advisors, LLC. She worked for 6 years as a tax preparer before beginning her career with True North Advisors in March 2021. She grew up in Norfolk....
Cathy Mask
Executive Assistant and Insurance Specialist
Cathy Mask is an Executive Assistant and Insurance Specialist 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.....