TruNorth Advisors

Louis Porter is a financial advisor at TruNorth Advisors in Greenville, SC, with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Strategic Wealth Designers and The Vanguard Group. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub‑advisory services to individuals and entities such as family offices, trusts, and private foundations. The firm follows a primarily long‑term investment approach based on modern portfolio theory while tailoring strategies to each client's goals and risk tolerance.

Timothy Trier is a financial advisor at TruNorth Advisors in Greenville, SC, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Resolute Capital, Lord and Richards Wealth Management, AE Wealth Management, Living Tower FMC, and Thrivent. Trier maintains an active advisory role at Lord & Richards alongside his work at TruNorth Advisors. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, and private foundations. The firm employs modern portfolio theory with a primarily long-term investment approach tailored to individual client goals and risk tolerance.

Nathaniel Unger is a financial advisor with TruNorth Advisors in Greenville, SC, holding a Series 65 credential. He has one year of industry experience, with previous roles at Resolute Capital, LLC, Bank of America, Auro Hotels, and The Preiss Co. He attended Clemson University from 2019 to 2023. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individuals and entities, including high-net-worth clients and private foundations. The firm employs a primarily long-term investment approach based on modern portfolio theory while tailoring strategies to individual client goals and risk tolerances.

Tate Chatham is an advisor at TruNorth Advisors in Greenville, SC, holding Series 63 and Series 65 licenses. He joined TruNorth Advisors in 2026 and has prior experience with MML Investors Services LLC and MassMutual Life Insurance Company. Outside of finance, Tate operated a lawn care business for five years and worked at Magnolia Green Golf Club for four years. TruNorth Advisors offers discretionary portfolio management, financial planning, and sub-advisory services to individuals, including high-net-worth clients, as well as entities like family offices, trusts, estates, and private foundations. The firm uses modern portfolio theory with a primarily long-term investment approach tailored to each client’s goals and risk tolerance.

Julie Worley is a financial advisor at Resolute Capital, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Foothills Wealth Management and Cambridge Investment Research. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, and private foundations, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm employs investment strategies based on modern portfolio theory, tailored to clients’ goals and risk tolerance, and provides educational workshops at no cost.

Joshua Ord is a financial advisor at TruNorth Advisors in Greenville, SC, holding a Series 65 credential with three years at TruNorth and two years at Resolute Capital, LLC. Prior to his advisory roles, he worked for seven years at Volt Energy. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individuals and entities such as family offices and private foundations. The firm emphasizes a long-term investment approach based on modern portfolio theory and offers educational seminars as part of its client engagement.

Braden Weems is a financial advisor at TruNorth Advisors in Greenville, SC, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Resolute Capital, The Stafford Corporation, MBD Services, Desert Rose Capital Management, Aptive Environmental, and Brigham Young University–Idaho. TruNorth Advisors offers discretionary portfolio management, financial planning, and sub‑advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, and private foundations. The firm employs modern portfolio theory with a long-term investment approach tailored to each client’s goals and risk tolerance, and provides educational seminars and workshops to support client engagement.

Kani Cassens is a financial advisor with TruNorth Advisors in Greenville, SC, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. Prior to joining TruNorth Advisors, Kani worked at Ameriprise, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo, covering roles from 2012 through 2026. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm uses modern portfolio theory with a long-term investment focus, tailoring strategies to clients’ goals and risk tolerances, and also offers educational seminars and workshops.

Jeffrey Lindsey is a financial advisor at TruNorth Advisors in Greenville, SC, with three years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Equitable Advisors, Wells Fargo Securities, Wells Fargo Bank, and The Vanguard Group. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individuals and entities such as family offices, trusts, estates, and private foundations. The firm applies modern portfolio theory with a primarily long-term investment orientation, tailoring portfolios to individual client goals and risk tolerances.

Brandon Casas is a financial advisor with TruNorth Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Bank of America N.A., Merrill, and The Vanguard Group, Inc. TruNorth Advisors provides discretionary portfolio management, financial planning, and sub-advisory services to individual clients, including high-net-worth individuals, as well as entities such as family offices, trusts, estates, and private foundations. The firm uses a primarily long-term investment approach based on modern portfolio theory, tailoring asset allocation and security selection to clients’ specific goals and risk tolerance.

Byron Hurren is a financial advisor at Resolute Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Resolute Capital since 2022, following a two-year tenure at TruNorth. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm provides discretionary portfolio management, financial planning, and sub-advisory services, using modern portfolio theory to tailor investment strategies to client goals, risk tolerance, and tax considerations.

Adam Taylor II is a financial advisor at Resolute Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Resolute Capital since 2023, with prior experience at TruNorth Advisors and Oxford Advisory Group. Before entering the advisory field, he spent eight years at BYU-Idaho. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm provides discretionary portfolio management, financial planning, and sub-advisory services, using modern portfolio theory to tailor investment strategies to each client’s goals, risk tolerance, and tax considerations.

Matthew Dixon is a financial advisor with TruNorth Advisors in Greenville, SC, holding a Series 65 designation and six years of industry experience. He has worked at Resolute Capital, LLC and Black Harbor Advisors, LLC, and owns MBD Services LLC, a licensed insurance agency. TruNorth Advisors offers discretionary portfolio management, financial planning, and sub-advisory services to individuals and entities, including high-net-worth clients, family offices, and private foundations. The firm utilizes modern portfolio theory with a long-term investment approach, tailoring strategies to client objectives and occasionally using shorter-term trades when appropriate.