- 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, Reagan. 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.
how we can help you achieve your True North in retirement!