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
Senior Vice President, Investments
John Dulay, CFA®, AIF®
Larry Jackson, CFP®
Sherri Kullander, FPQP™
Senior Registered Client Service Associate
550 West Washington Boulevard, 10th Floor | Chicago, IL 60602
Phone: 312.869.3888 | Toll-Free: 888.711.4301
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.