Our Team

After deciding to change careers from molecular biology to finance, Brooke joined trueNorth in 2013 as a Client Service Manager. As she transitioned into financial planning, she earned her CFP® certification and became a partner in 2019 and Managing Partner in 2021.  Brooke focuses on developing financial life plans that help clients live their lives with clarity and intention. 

Charlotte joined trueNorth in 2019 as a Client Service Associate. With her commitment to exceptional client service, she became trueNorth's Client Service Manager in 2021. She earned her CFP® certification in 2023 and provides support for financial planning and investment management services.

Joe co-founded trueNorth with Karen O’Brien and focuses on financial planning strategies and portfolio management. Joe’s initial career as an electrical engineer provides him with a solution-focused approach to financial planning and investment management.  Joe has the ability to breakdown complex financial concepts into easily understood and actionable solutions.  In his role as Principal, Joe is committed delivering strategic value to our clients and mentoring the next generation of trueNorth planners.

Karen co-founded trueNorth Wealth Advisors in 2001 after a twenty-year career in public and corporate accounting.  She is a CERTIFIED FINANCIAL PLANNER™ practitioner.  Karen initially developed trueNorth’s comprehensive financial planning process and now serves as trueNorth's Chief Financial Officer.