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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
  • Bachelor’s in Business Administration, 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 2 schnauzer’s Wilbur & Izzy
  • 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
  • Bachelor’s in Business Finance, 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
  • Bachelor’s in Sociology, 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
Casey J. Stratton

Casey J. Stratton

Client Service Associate

Casey specializes in providing our clients with unparalleled service and operational expertise. She understands the level of confidence it requires to trust someone with your assets and will do whatever it takes to help facilitate seamless account management for our True North clients. Prior to joining the True North team Casey worked in Client Services at Fisher Investments for roughly 3 years.
Degrees and Certifications
  • Bachelors in Entrepreneurship & Marketing, University of Portland
For Fun
  • Casey is an Oregon native and lives in Oregon City with her husband and their two young daughters
  • Loves a good view/viewpoint
  • She is a certified personal trainer and fitness instructor at a local gym
  • She ran her first marathon at age 20!

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’s in Organizational Leadership, Chapman University
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

Jennifer L. Munson

Administrative Assistant

Jenni is the first point of contact for most clients when they call or come to the office. The first thing most clients notice about her, is her friendliness, positivity, and professionalism. Jenni loves to meet clients and wears many hats in her role. She also has an extensive 7-year background in administrative work along with a degree in Events Management.
Degrees and Certifications
  • Bachelor’s in Events Management, Manchester Metropolitan University
For Fun
  • Originally from England, Jenni has lived in 6 different countries. She moved to Oregon to be closer to her husband’s family.
  • She’s travelled abroad, studying and training to become a Scuba Diving instructor. She’s completed over 2000 dives!
  • Loves travelling, trying new cuisines and being outdoors.

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