True North Advisors

We are happy to announce that True North has been recognized by Financial Advisor Magazine as one of the top Registered Investment Advisors (RIAs) in America for 2024. Financial Advisor Magazine’s annual RIA Survey and Ranking highlights RIAs that demonstrate excellence in client service, growth, and innovation.⁠ ⁠ Read more at https://lnkd.in/gKfTPSKW

How can smart office design boost creativity and productivity? This week on Decision Points, we’re joined by Lindsay Wilson, President of Corgan, to find out. YouTube: https://lnkd.in/gDjMdmZp Apple: https://lnkd.in/g6WscZRd Spotify: https://lnkd.in/gq48DQdF Listen as Lindsay shares her journey from Conway, Arkansas, to becoming a leader in the architectural design industry, shaping the future of workplaces across the DFW metroplex and beyond. Get Lindsay’s expert insights on trends, tech integration, and the evolving needs of today's workforce. Plus, hear her personal story of passion, innovation, and bold leadership. Don't miss this inspiring episode. #DecisionPoints #OfficeDesign #Leadership #Innovation #Corgan #Podcast

We are happy to announce that Bernadeta Thomas, MBA, SPHR has joined True North Advisors as our new Director of Human Resources. With a rich background in strategic HR leadership, legal compliance, employee engagement, and culture building, Bernadeta is set to elevate our team to new heights. Her impressive career at Clarus, Richemont, Manheim, CarOffer, and IKS Health showcases her ability to foster collaborative work environments and drive organizational success. Bernadeta's innovative approach to HR management and deep expertise in talent acquisition, performance management, and HR analytics will be invaluable as we continue to grow. #TrueNorthAdvisors #HRLeadership #Welcome https://lnkd.in/gdsUdDWW

Beyond the Field: Jeff Staubach's Journey from Sports to Real Estate Leadership YouTube: https://lnkd.in/gFTt3kkT Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/gR7ru_Yc In this episode of Decision Points, we are honored to host Jeff Staubach, founder of Staubach Capital and son of NFL legend Roger Staubach. Jeff has distinguished himself in the real estate industry, forging a path defined by a steadfast commitment to both personal and professional growth. Our conversation explores Jeff’s transition from sports to business, where he candidly discusses the lessons gleaned from his brief professional baseball career and the factors that led him to pursue real estate—a decision deeply rooted in the values of dedication and integrity instilled by his father. Jeff emphasizes the enduring importance of in-person interactions for fostering community, mentorship, and business development. His approach seamlessly integrates traditional business principles with modern technological advancements, offering a balanced strategy for adapting to change while maintaining the essence of personal connection.

Episode 31: From Rural Roots to Global Business Success w/ Joe Eastin, Executive Chairman and Chairman of the Board at ISN YouTube: https://lnkd.in/gAyaMJrC Apple: https://lnkd.in/d64QyG4a Spotify: https://lnkd.in/ggAUCDQ6 From Values to Visionary Raised on a farm outside Tulsa, Oklahoma, Joe's upbringing instilled in him the values of hard work and determination. His early days in Adair, under the influence of his World War II veteran father and a devoted mother, shaped the core values that would guide his future. This episode takes listeners through Joe's eclectic career journey, from his initial roles in telecommunications and energy to co-founding ISN, a revolutionary contractor and supplier management platform.

We are thrilled to announce that Melissa Lucas and Susan Rowinski have joined True North Advisors to elevate our expanding Family Wealth Offering. With their extensive expertise and dedication, we are poised to provide even greater value and innovative solutions to our clients. Read the full press release below. #TrueNorthAdvisors #WealthManagement #FamilyWealth #NewHires https://lnkd.in/gzQbYqc8

Navigating Your Own Venture | How Personal Growth and Vulnerability Steer Success in Entrepreneurship Watch full episode at https://lnkd.in/g6iJcCB6 Listen on Apple: https://lnkd.in/d64QyG4a Listen on Spotify: https://lnkd.in/gKTFUYHm Decision Points is about the pivotal choices that shape our personal and professional lives, and this week’s guest embodies that theme. Jason Downie sits down to share his journey from the University of Texas to launching Tailwater Capital LLC, a leading private equity firm. Jason recalls the exhilarating and sometimes daunting challenges of starting the firm, underlining the crucial role of trust, transparency, and strong partnerships in the world of private equity. He also tackles the complexities involved in raising funds and managing successful investments during an ever-evolving political and environmental landscape. Jason shares about his leadership philosophy and the core principles needed to foster trust, teamwork, and collaboration within private equity. Decision Points focuses on the stories behind the business strategies, and Jason's narrative provides a snapshot for entrepreneurs navigating their own ventures. The episode also touches on the dynamic energy market, showcasing the significance of renewable fuels and the strategic adaptations required as political climates shift. But this conversation is more than just business tactics; it's a dive into the personal growth and vulnerabilities that mold a successful leader.

True North is proud to announce that Senior Wealth Manager and Partner, Michael Anderson, JD, CFP ®, is the first donor to the newly reimagined Texas Tech University School of Financial Planning Double T Society. As a founding member, Michael is helping to pave the way for future students by his generous donation. His commitment reflects the incredible impact of the Personal Financial Planning (PFP) program. Michael's journey from Seattle University to the U.S. Army and finally to Texas Tech University showcases his passion and dedication. He found his true calling in the PFP program, leading to a successful career at True North Advisors. “I donate because I’m grateful for the path and career the program set me on,” Michael shares. “The Double T Society is an accountability tool and recognition of special alumni and friends.” Michael's story is a testament to the transformative power of education and the importance of giving back. Join us in celebrating his generosity and commitment to empowering future financial planners! Read full story below. #TexasTech #DoubleTSociety #FinancialPlanning #AlumniSuccess #GivingBack #EducationMatters #PFPProgram https://lnkd.in/g45kp58F

Last week, True North had the immense pleasure of hosting Annie Schmidt (Owner and Founder of SOS Home Organization), Susan Bednar Long (Owner and Founder of S.B. Long Interiors), Molly Hudson (Founder and Owner of The Wardrobe Editor), and Carrie Hudson and KK Goodwin (Co-founders of Mamaka Bowls) at our Annual Spring Luncheon. These remarkable women graciously illuminated their entrepreneurial journeys, revealing both the triumphs and trials of business building. Their unwavering dedication to their craft, coupled with their relentless pursuit of growth, left us all inspired. A heartfelt thank you goes to Paula Davis, True North's Managing Director of Partnership Integration, for skillfully moderating our panelists and orchestrating such an engaging discussion Here's to these remarkable individuals and their ever-expanding impact in the North Texas community and beyond. #FemaleEntrepreneurs #WomenCelebratingWomen #SupportingBusinessOwners #SpringLuncheon #TrueNorthAdvisors https://lnkd.in/gh6B5Hv2

Flexibility and Adaptability | Key Ingredients for Building Success in Today's Dynamic Business Landscape Watch full episode at https://lnkd.in/gj9yUzSb Listen on Apple: https://lnkd.in/d64QyG4a Listen on Spotify: https://lnkd.in/gKTFUYHm In this episode, we sit down with Jon Altschuler the visionary behind Altschuler and Company, to explore the depths of entrepreneurial success, the power of relationships, and the agility required in today’s dynamic business landscape. Jon unpacks the story of his career journey, starting with the influence of his father, which sparked his ambition to carve his own path in the business world. Jon takes us through his formative experiences working across various industries before establishing his own firm, offering listeners deep insights into the challenges and victories that have shaped his approach to business. He emphasizes the critical role of relationships, introspection, and the necessity of adapting and being flexible as foundational pillars that have supported his enduring success. The conversation also ventures into the specifics of Dallas' real estate market, shedding light on Jon’s strategic maneuvers and community involvement that have made significant impacts. Beyond business, Jon opens up about his interests in sports, his thoughts on retirement, and the personal values that guide him, providing a well-rounded perspective on living a fulfilling life both in and out of the boardroom.