- 1. We wanted to conduct business our way – without red tape and confining restrictions; and
- 2. We make a really good father-daughter team. In 2018, we took a leap of faith and brought True North to life, so we could connect in a very real, authentic way with people on the financial decisions that mean the most.
True North Retirement Advisors is a firm in the Portland, Oregon area founded by David Wilson and Ashley Micciche, a father-daughter team with over 45 years collective experience in financial and retirement planning.
“What I’m most proud of is the fact that I still have clients with me from the very start of my career.”
David’s passion for finance was ignited in high school by a particularly gifted economics teacher. What began as an interest in the stock market led him to pursue a career in finance, first as a due diligence and financial analyst, then in 1982 as a financial advisor for A.G. Edwards & Sons. David spent over 25 years with A.G. Edwards until the firm was acquired by Wachovia and later Wells Fargo.
Ashley joined David in 2007 and together they moved their practice to Stifel Nicolaus in 2009.
David says what he is most proud of is “the fact that I still have clients with me from the very start of my career.” We have always worked hard to earn the trust of our clients and we recognized that in order to maintain that trust, we needed to evolve into a fully transparent, independent financial advisory business. That recognition led to the founding of our own firm in 2017.
Today, our specialty is comprehensive retirement planning services for business owners.
David G. Wilson, Jr., MBA
Founder & President
David specializes in working with families and business owners as their personal “CFO” by creating and implementing a financial roadmap designated to help them pursue their goals.
David has been fascinated with the stock market since his high school days and started his career as a due diligence and financial analyst before beginning his career as a financial advisor in 1982. David is a proud graduate of the University of Washington (Go Huskies!) with a Bachelor of Arts in Business Administration and received his MBA from the University of Utah.
He is fueled by integrity, objectivity and tireless enthusiasm; he has an incredible amount of energy and positivity that is infectious to those around him.
Clients appreciate that not only does David really know his stuff, but he also genuinely cares and keeps their best at heart. David says what he’s most proud of is the fact that he still has clients with him from the very start of his career.
He and his wife of 34 years, Mary, live in Camas with their schnauzer, Bailey. They have two daughters and four grandchildren.
Fun Fact about David: He can juggle!
Ashley M. Micciche, QPFC®, CRPC®
CEO & Retirement Plan Specialist
Ashley specializes in qualified retirement plans like 401(k)s, Profit Sharing Plans, and Cash Balance Plans, and has earned both the Chartered Retirement Planning Counselor® and the Qualified Plan Financial Consultant® designations.
Ashley works with her business owner clients to help build and maintain successful retirement plans that recruit, reward, and retain good employees while controlling costs. Most importantly, her goal is to help maximize the number of employees who retire with adequate savings.
Ashley started her career as a financial advisor in 2007 after graduating magna cum laude with a Bachelor of Science degree in Business Finance from Portland State University.
When Ashley joined David as a financial advisor in 2007, she jumped in with both feet. “My dad threw me to the wolves,” she laughs, explaining that she took on some complex clients right from the start. She noticed that the vast majority of financial planners offered a “something for everyone” service model, but very few specialized in the unique set of needs and challenges that business owners face. So she developed expertise in qualified retirement plans and earned both Chartered Retirement Planning Counselor® and the Qualified Plan Financial Consultant® designations. Ashley continues to guide business owners in developing highly customized, successful retirement plans.
She and her high school sweetheart husband, Troy, are both Oregon natives and live in Happy Valley with their two young children and two stubborn dachshunds. In her free time she enjoys reading, running, and tries to sneak away to the golf course whenever possible.
Fun fact about Ashley: She holds the golf course record at Persimmon Country Club with a 64!
Douglas G. Micciche, CFP®
Senior Financial Planner
Doug has an extensive and diverse background in financial services. His career began in 1974 as a savings officer for Equitable Savings & Loan. Always trying to learn and better serve his clients, Doug became licensed in insurance in 1976, and earned his securities license in 1980. Doug has a strong financial planning background, having attained his Certified Financial Planner® designation in 1986.
Doug eventually left banking and joined TransAmerica as Regional Vice President, where he provided product support and sales training to bank investment advisors throughout Oregon, Washington, Utah and Alaska until 2005. Since that time, he has been an independent advisor.
Doug is a Portland State alum, as are his two sons, Todd and Troy. Doug and his wife, Becky, reside in Happy Valley and are happy to be within walking distance of their cherished grandchildren, Keegan and Cameron. Doug is glued to the screen during football and college basketball seasons, and spends the off-seasons with a good book.
Fun fact about Doug: He wore a mustache for 45 years, but shaved it off in 2011.
Melissa A. Gray
Getting her start in the finance world in 2006 as a Client Service Associate at Morgan Stanley, Melissa learned a lot about the behind-the-scenes world of financial planning, having stepped in to manage the operations of the office while assisting three financial advisors and their clients.
Melissa loves travel, going to art fairs, and enjoys the challenge of making things as stress-free as possible for our clients. Melissa continues to indulge her need for organization as the Operations Manager at True North.
In her down time, Melissa enjoys reading anything with a good story. As a strident animal lover, Melissa adopted a mixed-breed pup, Mia, last summer. Their bond continues to grow as Mia acclimates to her new life. Mia’s primary job being the office mascot – this includes greeting everyone that comes to visit, snoozing, and begging for snacks.
Fun fact about Melissa: She volunteered as a foster mom with On My Way Home Dachshund Rescue in Las Vegas.
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 a little over 3 years. Casey holds a double BBA in Entrepreneurship and Marketing from the University of Portland.
Casey is an Oregon native and lives in Oregon City with her husband and their two young daughters, 1 & 2. When not in the office, you can find Casey running and taking group fitness classes or spending time with her family.
Fun Fact About Casey: Casey ran her first full marathon at age 20.
Lara M. Fuchs
Event & Marketing Coordinator
Lara specializes in large event planning, communication strategies and marketing. She is responsible for all email communications, video editing, a social media presence, speaking engagements and the coordinating of all True North events.
Lara began her career at Nike where she had the opportunity to coordinate international merchandising meetings and meet fascinating people from around the globe. She then turned her focus to non-profit events and was the marketing coordinator for a local fun run, various fundraisers and the event coordinator for several large-scale auctions. Lara has a BS in Marketing from Portland State University.
Lara lives in Sherwood with her husband Patrick of 20 years and their 3 children, along with 2 crazy Boston Terriers. When Lara isn’t at one of her children’s basketball games or activities, she is enjoying time with friends and looking for new adventure opportunities.
Fun fact about Lara: Her first international adventure was to the Great Wall of China for a girl’s trip.
Beloved Office Pup
Mia was found as a stray in the Houston, TX, area and was on death row at a local shelter when the staff realized what a sweet pup they had on their hands. The local rescue groups were contacted in the hopes that a foster home could be found. Three Little Pitties rescue answered the call for help and placed her with a wonderful foster mom.
Melissa had been in contact with Three Little Pitties searching for just the right addition to the family and gave the adoption coordinator a list of attributes she was looking for in a pup (a sweet, snuggly couch potato with good manners…and potty trained). About a week later, was sent a video of Mia walking off-leash with her foster mom and a dossier of Mia’s personality, Melissa knew this was the one for her instantly. The timing couldn’t be better! As soon as her heartworm treatment was complete, she was on a van transport to the Pacific Northwest to start her next chapter.
Mia now enjoys a quiet life of naps and an occasional road trip – Target is her favorite place to go, but she’s up for a car ride anywhere as long as Melissa is behind the wheel.
Fun fact about Mia: Mia prefers a cozy place to snooze above just about anything else.
how we can help you achieve your True North in retirement!