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Our Team

True North Advisors, LLC

True North Advisors, LLC

Learn more about our team members below and follow the link to learn about our volunteer and team building events!

Volunteering & Team Building

Jennifer Rose, MBA, CLU®, ChFC®, RICP®

Managing Partner

804-749-0330

jrose@truenorthvirginia.com

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....

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Frankie Butler, CFP®, CLU®, RICP®

Managing Partner

804-749-0331

fbutler@truenorthvirginia.com

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...

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Russell Cumbea, III, CFBS

Financial Planner

804-749-0040

russ@truenorthvirginia.com

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...

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R. Rawlings Cumbea, IV

Financial Planner

(804) 749-0332

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...

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Charlotte Fox, CFP®

Financial Advisor

804-749-0105

cfox@truenorthvirginia.com

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...
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Payton Fackler

Executive Assistant, Paraplanner, Marketing Coordinator

804-749-0335

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.....

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Dewyonna Sites

Executive Assistant and Investment Specialist

804-749-0336

dsites@truenorthvirginia.com

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....

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Cathy Mask

Executive Assistant and Insurance Specialist

804-749-0334

cmask@truenorthvirginia.com

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.....

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