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 dedicated husband, father, friend, and church leader, in addition to his roles as Partner and Private Wealth Advisor with True North Advisors. Since graduating from Florida State University in 2007, Bryson has rapidly advanced in the wealth management field, expanding both his practice and influence within his company and community.

Driven by a commitment to excellence, Bryson has attained the designations of CFP®, ChFC® and RICP®. His specialized expertise in assisting physicians and business owners has fueled the growth of his thriving nationwide practice, now serving clients in over 30 states.

Bryson and his wife, Christa, are the proud parents of three wonderful children: Isaac, Elizabeth, and Jonathan. As an elder at Four Oaks Community Church, Bryson is passionate about giving back and fostering community spirit. In his leisure time, Bryson enjoys traveling, exploring the outdoors, playing disc golf, most things Tesla, botanical gardens, and savoring good food. Most importantly, he treasures the time spent with his wife and children, creating unique experiences together.

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.

Mabry J. “Buddy” Romero's professional journey is both diverse and notable. After earning his degree in Industrial Technology from the University of Louisiana Lafayette, Buddy initially embarked on an engineering career. However, recognizing his strong interpersonal skills, he made a strategic shift and joined Northwestern Mutual as an advisor in January 1987.

His dedication and skill set led him through various roles at Northwestern, including a successful stint in leadership. Eventually, Buddy relocated to Tallahassee to assume the position of managing partner. Later, he returned to his planning and wealth management roots and in October 2023, made a significant move to join True North Advisors as a partner. Here, he leverages the extensive resources of the Private Client Group and a world class financial planning team to serve his clients effectively.

Professionally, Buddy holds the professional designations of Chartered Life Underwriter, (CLU®), Charatered Financial Consultant, ( ChFC®), Certified Advisor Senior Living, (CASL®), Retirement Income Certified Professional, (RICP®), and Wealth Management Certified Professional, (WMCP®).

On a personal note, Buddy has been happily married to Michelle for 40 years, and they are proud parents to two sons, Jonathan and Jared, and grandparents to Ava. Beyond work, Buddy is a member of the Good Shepherd Catholic Church. His interests include fishing, golf, watching college sports, and gardening.

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.

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.

As Director of Retirement plans, Zach is responsible for the management of our 401(k) book of business. Zach spends his time helping business owners provide their employees with opportunities to save for their retirement and educating those same employees about how to take advantage of the options available to them. Zach came to Tallahassee for college and before he knew it he started to call it home. He holds a Bachelor’s degree in Philosophy and Mathematics as well as a Master’s in Religion, Ethics and Philosophy from Florida State. His work experience includes teaching, banking, college ministry, and washing dishes at his father’s brewery.

He spends his free time playing board games with his wife and their friends and volunteering at his church.

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.

As a Client Service Administrator, Angelica, is the first face you will see when you walk into the office of True North Advisors. Angelica works to manage the communication between you the client and the rest of the team. She brings 2 plus years of administrative experience as well as 5 plus years of customer service experience to the team which helps to keep things running smoothly here at True North Advisors. Angelica is currently working on obtaining her Bachelor’s in Humanities at Florida State University. In her free time, Angelica, likes to cook, read and explore the great outdoors.

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.