Focusing on getting it right

How do you plan for something you’ve never done before…and will never do again?

When retirement is looming and your assets are tied up in your business, knowing what to do is like peering through fog – you see the shapes, but lack clarity. How can you get it right if you can’t see the way ahead?

Focusing on getting it right

How do you plan for something you’ve never done before…and will never do again?

When retirement is looming and your assets are tied up in your business, knowing what to do is like peering through fog – you see the shapes, but lack clarity. How can you get it right if you can’t see the way ahead?

At True North Retirement Advisors, we get it.

Planning for retirement and crafting your business exit strategy can be confusing and overwhelming. That’s why we focus on helping business owners just like you clear the fog and make clear, straightforward plans for the future.

Our team is driven to help you find your true north–to define your vision for the future for you, your loved ones, and your business–and then guide you to its satisfying fulfillment.

Here’s how we do it:
Customized Planning

Every business and every retirement dream is different. Our personalized approach will create the plan that is right for you.

Comprehensive Services

We provide a wide range of services including corporate 401(k) plans, business exit planning, personal financial planning, and investment management.

Experience and Expertise

Our team brings decades of experience and specialized training to create a comprehensive plan that will cover all your financial needs.

You and your business both deserve to thrive long into the future. Together we’ll form a trusting, authentic relationship and make a clear plan toward achieving your true north.

David G. Wilson, Jr., MBA

Founder and President

David specializes in working with families and business owners as their personal “CFO” by creating and implementing a financial roadmap designed to help them pursue their goals. He is proud that he still works with clients from the very start of his career (in 1982!).
Degrees and Certifications
  • BA, University of Washington
  • MBA, University of Utah
For Fun
  • David has two daughters and five grandchildren
  • He lives in Camas with his wife Mary and schnauzer Wilbur
  • He loves playing golf, and most people don’t know that he can juggle

Ashley M. Micciche, QPFC®, CRPC®, CExP®

CEO

Ashley helps business owners exit their business and retire with financial security. As a Certified Exit Planner she specializes in helping business owners navigate the maze of decisions that need to happen from full-time running their business to retirement.
Degrees and Certifications
  • BS, Portland State University
  • Chartered Retirement Planning Counselor®
  • Qualified Plan Financial Consultant®
  • Certified Business Exit Planner®
For Fun
  • Ashley married her high school sweetheart
  • She lives in Happy Valley with her husband Troy, their three children, and one stubborn dachshund named Lucy
  • She loves to golf. In 2016 she broke the ladies course record at Persimmon CC with a 64

Douglas G. Micciche, CFP®

Senior Financial Planner

Doug has an extensive and diverse background in financial services. He has worked as a savings officer, financial planner, and an insurance executive. He’s been an independent advisor since 2005. Doug is always striving to learn and grow to help better serve his clients.
Degrees and Certifications
  • BA, Portland State University
  • Certified Financial Planner®
For Fun
  • Doug’s two sons are also Portland State alums
  • He lives near his grandchildren in Happy Valley with his wife Becky
  • He loves college football and basketball

Michelle P. Tran

Associate Paraplanner

Michelle loves helping clients feel confident about their finances and values client trust involved in money management. She enjoys the strategy and complexity involved in financial planning and wealth management. She has been working in finances the past 4 years and is always excited to grow and learn more.
Degrees and Certifications
  • Series 7 & 66
  • Bachelor’s in Business Finance & Economics, Pacific University
For Fun
  • Travel
  • Loves a good view/viewpoint
  • Trying new foods
  • Wine tasting

Michele S. Blackburn

Client Service Associate

Michele is coming upon 25 years of experience in the financial industry. Michele started working with Dave & Ashley in 2006. Prior to that she worked in various roles at a large investment firm including Client Service Associate, Ops Manager and Complex Admin Manager. Michele understands every client has unique priorities and concerns when it comes to servicing their accounts and strives to provide clients with a high level of service to meet their needs.
Degrees and Certifications
  • Bachelor in Organizational Leadership
For Fun
  • Lives in Camas, WA with her husband and two school age daughters
  • Enjoys family time, traveling (primarily to sunny destinations), exercise and being outdoors

Lara M. Fuchs

Event and Marketing Coordinator

Lara is responsible for all email communications, video editing, social media presence, speaking engagements, and coordination of True North events. Her enthusiasm is infectious, and she is instrumental in helping raise the visibility of True North in the community.
Degrees and Certifications
  • BS in Business Marketing from Portland State University
For Fun
  • She met interesting people from all over the world while working for Nike
  • She lives in Sherwood with her husband, three children, and two Boston Terriers
  • She loves adventure

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