True North Advisors names new VP of financial planning.

Global Banking News-June 24, 2019-True North Advisors names new VP of financial planning

(C)2019 ENPublishing - https://www.enpublishing.co.uk

True North Advisors has announced it has named Dusty Wallace, CFP, JD, as vice president of financial planning, the company said.

Wallace comes to True North Advisors with over 15 years of experience in the financial planning and wealth management sectors. Prior to joining True North Advisors, Wallace was the Director of Financial Planning and Chief Compliance Officer at Lee Financial where she provided high level financial planning and advanced estate planning strategies for her clients.

True North Advisors LLC is a wealth management firm providing clients with comprehensive offerings in investment management and wealth planning.

((Distributed via M2 Communications - https://www.m2.com))