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What does having a trusted retirement partner truly mean? It means being empowered to make better financial decisions about the most important milestones in life. Whether you are a company executive serving as a corporate plan sponsor or an individual seeking sound retirement planning for yourself and your family, count on True North Retirement Partners to provide the specialized and seasoned financial counsel you seek.
Brian Lampsa, CIMA®, AIF®, WMS™, CEPA®
Senior Vice President, Investments
312.869.3888
brian.lampsa@raymondjames.com
Jef Fitch, CFP®, CIMA®, CPFA®
First Vice President, Investments
844.542.1828
Jef.Fitch@raymondjames.com
John Dulay, CFA®, AIF®
Financial Advisor
312.869.3889
john.dulay@raymondjames.com
Larry Jackson, CFP®
Senior Financial Planning Consultant
312.869.3824
larry.jackson@raymondjames.com
Jim Fitzgibbon, CFP®, CPFA®
Client Relationship Consultant
312.869.3899
Jim.Fitzgibbon@raymondjames.com
Sherri Kullander, FPQP®
Registered Practice Coordinator
312.869.3895
sherri.kullander@raymondjames.com
Penny Tipsword
Senior Registered Client Associate
847.610.5087
Penny.Tipsword@raymondjames.com
Mark Fabek, CFP®
Business Development Consultant
312.869.3883
Mark.Fabek@RaymondJames.com
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
