Meet The Team

A career Montanan with a strong passion for helping others, Ty has spent his 24+year financial career doing so through strategic work in financial planning. Continuously striving for his clients to have a positive experience, Ty encourages his clients to ask any/all questions & everyone’s experience is truly what they hope for from a financial planning firm.  

Ty was introduced to the power of mathematical concepts at a young age by his father, who was a math teacher/professor.  Taking that fascination further, Ty attended Montana State University and earned his bachelor’s degree in accounting and business management.  Ty is most proud of the moments when celebrating a milestone achievement with a client, receives glowing referral from a client, or seeing the confidence and appreciation clients experience achieving goals with a financial plan.  

In his free time, Ty enjoys time with his wife (Marca) and their four kids, traveling, being outdoors or catching Montana State University football games.

Ryan's career brings 20+ years of experience in the securities industry and as a financial advisor. He was introduced to stocks and bonds at a very young age by his mother and took this passion to the University of Montana – Missoula where his studies required him to complete an internship with a local firm during the summer of 2000. After earning a bachelor’s degree in business administration that internship led to a full-time job offer and the start of his professional career in 2004.

He helps clients define and pursue their vision and life goals through a combination of wealth management, estate, or legacy planning, investing, philanthropic, business succession and retirement strategies. Possessing extensive experience in financial and retirement planning, Ryan assists clients by discovering what matters to them and the impact they want their money to have on their family and community.

In his free time, Ryan’s passion is Motorsports and in particular Drag Racing. He is an SFI Certified Technical Inspector for the NHRA, and enjoys tennis, skiing, snowmobiling, and spending time outside exploring Montana with his family. He has served on a variety of non-profit entities including the Yellowstone County Zoning Commission and NAMI-Billings while staying involved in specialty automotive clubs, including the Billings Drag Racing Association and Read Win Race Program.

Bringing 35+ years' experience working in a variety of positions within the Financial Services industry, Lee Ann brings a high level of experience and integrity to her work at True North Financial. With her deep knowledge and understanding of the unique and varied needs of each client, Lee Ann is laser-focused on understanding her client’s goals and designing a tailored plan to meet these objectives.  

Lee Ann received her Bachelor of Science in Business Administration from Montana State University-Billings. She has continued her studies in Financial Planning through the College of Financial Planning, earning her Certificate in Financial Planning and a Master of Science in Personal Financial Planning and Services.

Lee Ann lives our core values by bringing passion, expertise and integrity to her clients every step of the journey. She understands that all life situations are different and that sometimes detours appear that take us off course.  Lee Ann takes great care in helping people navigate those life events while keeping them on task to achieve their financial goals. 

In her spare time, Lee Ann enjoys the outdoors and is an avid wogger (walker/jogger) who completed the Montana half marathon under her goal time of 3 hours.  She brings this same goal-orientation to her clients, and friends and family, helping them set financial goals and creating a plan to work toward them, no matter where they are starting in the journey. 

It is never too early or late to begin working on establishing your financial goals and working towards them. Lee Ann and the team at True North Financial can offer you the plan and support to get you started.

As a former Air Force fighter pilot, David made critical life-and-death decisions at supersonic speeds. His fellow aviators and ground personnel relied on his judgment and  ability to make the right choices in high-pressure situations. Additionally, his experience as a Fortune 500 executive consultant and coach has afforded him the privilege of learning from and collaborating with some of the world's business leaders across various industries.

My professional background and education include:

· Graduation from the US Air Force Academy.

· Extensive experience as an F-16 Pilot with combat experience.

· Former role as an Advance Agent for Air Force One.

· Fortune 500 Executive Consultant with a client portfolio that includes Nike, John Deere, the NFL, VMWare, Google, USAA, and more.

· Financial Advisor at UBS Financial and DA Davidson

Former role as an Advance Agent for Air Force One.

· Fortune 500 Executive Consultant with a client portfolio that includes Nike, John Deere, the NFL, VMWare, Google, USAA, and more.

· Financial Advisor at UBS Financial and DA Davidson

David is also committed to making a positive impact in his community. He founded a non-profit food bank providing over 500,000 meals to needy families.

Beyond his professional life, David resides in Billings with his wife, Heather, and their three children. They cherish spending time with friends, exploring the world through travel, and embracing the natural beauty of their favorite state, Montana.

Amanda joined our team in August of 2022 as our receptionist/client service specialist. As a result of her contributions to our team and the clients, she was promoted to Service Operations Manager.

Prior to re-entering the workforce and joining our team, Amanda had been a stay-at-home mom for fifteen years focusing on her husband Nick, son Hunter and daughter Sydney. During this time, she devoted her time and energy into raising two amazing children, supporting her husband in his career, and as her team members will attest, she is extremely proud of her family and all their accomplishments.

In her spare time Amanda enjoys spending time with family (including two adorable pups) and friends, outdoor adventures, going on long walks and getting time in to attend to her personal self through working out.