Jim Campbell is a founding partner in True North Advisors. Jim has an extensive background in wealth management, incentive compensation plans and comprehensive financial planning for both individuals and businesses. Jim also brings expertise to our clients in the tax efficient retirement distribution planning.
Jim began his career in Northwestern Mutual’s College Internship program while attending Florida State University majoring in business and economics. He has earned his Chartered Financial Consultant(R) and Chartered Life Underwriter(R) designations.
As a managing partner in True North Advisors, Jim leads a very talented team of professionals who have a mission to “provide excellence” in the services we are entrusted with by our clients. We always remind ourselves that we do not take for granted the business we are honored to be provided by our clients. Jim has also believed in supporting his community. Through the years we have given both time and financial support to various organizations that we feel are important and make a difference in our community.
Jim’s home is Tallahassee, is married to Cindy and they have 2 adult children; Caroline (Brett) and Austin (Jennifer) along with their GSP grand dogs, Jake and Merl. Jim and Cindy are members of Trinity United Methodist Church. In his free time, Jim enjoys hunting quail, fishing pelagic’s in Costa Rica and Gulf of Mexico but most of all cruising on his boat Desperado (which, by the way, he always has a project going onboard).
Bryson Bard is a husband, father, friend, leader to his church, and a founding partner of True North Advisors. Bryson has built his wealth management practice since 2007 after graduation from Florida State University. He quickly exceled from his internship program to new advisor to growing his influence in his company and surrounding community. Bryson highly values excellence in his practice by achieving the desigations of CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, and Retirement Income Certified Professional to most effectively plan for his clients. Furthermore, Bryson’s specialized expertise with physicians and business owners has created national demand with clients in over 30 states and growing.
Bryson is married to his lovely wife Christa and they have three children Isaac, Elizabeth, and baby Bard (soon to be born). He was appointed as an elder of Four Oaks Community Church and enjoys giving back and the community found there. Bryson loves travel, the outdoors, disc golf, Tesla, botany, good food, and any shared time with his wife and kids.
Andy heads up our Investment Operations and is responsible for the development and management of our Model Allocations and our 401(k) Book of Business. With over 20 years of industry experience, he holds degrees from the University of Alabama and Florida State University, and has been a CERTIFIED FINANCIAL PLANNER® Practitioner since 2006. He and Susan have been married for over 25 years, and have perfected their Zone Defense by raising 4 children together. Andy also runs our annual March Madness Office Pool, and has dreams of one day actually winning this competition.
With over 6 years of experience, our Investment Service Manager, Lauren Scurlock is responsible for our team’s investment service operations, as well as client experience. Lauren graduated from Florida State University with a degree in Business Management. She holds the FINRA Series 7 and 66 licenses and the 2-15 Life, Health and Annuity license.
In her free time, Lauren enjoys spending quality time at the beach or lake with her husband and two children!
Amber joined the team in 2016, serving as Director of Insurance Operations. A native of Northeast Florida, she began her undergraduate degree at UNF in Jacksonville, and finished at The College at Southeastern in Wake Forest, North Carolina. She and her husband finally landed in Tallahassee for him to pursue his Law degree at FSU. Since then, they have planted roots in Tallahassee along with their oldest daughter and fraternal twin boys.
Amber supports clients with insurance onboarding and ongoing insurance service. Her involvement within the financial planning practice will ensure a seamless, enjoyable, and memorable client experience. She is passionate about helping clients protect and provide for their families.
In her free time, Amber enjoys cooking, exploring, spending time with her close-knit family, and doing life with her church at Four Oaks Midtown.
With over 7 months of training, our Director of Client Experience, Akilah Smith, is responsible for our team’s communication and ultimate client experience. She assists with supporting policy advocacy work improvements, facilitating the evaluation of CRM and the internal system, and developing a strategy on program material's production and dissemination. She closely works with the policy and planning team in aligning the organization's objectives, manage resources, tracking staff performance, and training development.
In her free time, Akilah enjoys going on different adventures/ trips, spending time with family and friends, and going to the movies.
As Financial Planning Analyst, Jack Clavenna is responsible for assembling financial plans to set a baseline and make suggestions to help clients achieve their financial goals. He majored in Hospitality Management at Florida State University in 2018 and has been in banking for the past 3 years.
In his free time, Jack enjoys woodworking projects. He and his wife are expecting their first child in March of 2022.
Kristin joined our team in January 2021. As a financial planning analyst for True North Advisors, she helps compile the many moving pieces of a clients plan into clear recommendations. Your plan likely includes one of our many graphs or visualizations that she likely spearheaded. She will complete her Bachelor’s in Accounting at Florida State University and plans to pursue her Master’s in Accounting shortly after. In her free time, Kristin enjoys acrylic and watercolor painting, cooking for her friends, and exploring all the different parks in Tallahassee.
A member of the team since 2015, Meagan manages our group health insurance department. Meagan’s primary focus is navigating health renewals and ensuring our client’s receive excellent service throughout the process. She enjoys building relationships and watching as client’s realize their dreams.
Meagan attended Florida State University to pursue a degree in Psychology. She holds a Florida license for Life Insurance and Health. Meagan and husband, Matthew, live in Meagan’s hometown of Havana, Florida with their son and daughter. The outdoors is where you will find them most of the time.
Jackie joined the group health insurance department in January of 2022. With over a decade of prior experience managing human resources and benefits, she is excited to bring her understanding of group renewals, employer benefits compliance, and the support employer clients desire, to provide top notch client service and grow business. Jackie graduated with a Master of Science in Human Resources from the State University of New York and lives in Tallahassee with her husband and two sons.
Director of Client and Participant Services, Betsy Ennis-Short, is part of the Group Benefits Team and is responsible for our Employee Navigator electronic enrollment platform. She works directly with our clients to create a seamless enrollment experience at renewal and provides client service support on an ongoing basis. Betsy graduated from Florida Southern College with a degree in Marketing and Communication.
In her free time, Betsy enjoys traveling and spending quality time with her family.
With over 8 years of experience, our Marketing Director, Yara Pappadis, is responsible for our team’s marketing and communications strategies, as well as overall branding and image. She assists with our team’s online presence, ensuring our social media is updated with the most recent news and market updates. Yara graduated from Flagler College with a degree in Strategic Communication and Advertising.
In her free time, Yara enjoys traveling and spending quality time in St. Augustine with her husband, daughter, and goldendoodle.
Stacy Shadrick, originally from Dallas, Texas, is a 1992 graduate of the University of Mississippi with a degree in Fashion. Stacy joined Northwestern Mutual in 2015. She is responsible for scheduling all appointments. Stacy is married to Jeff and has two daughters, Riley and Payton.