ABOUT US

Meet Professionals Who Can Help You Pursue Your Goals!

 

 

About TruNorth Financial Advisors

We are a team of fiduciary advisors in the upstate area & Asheville. Helping families invest in a smart way for and through their retirement, drives everything we do. Our goal is to eliminate the pain of taxes and uncertainty of market fluctuation by using proven, Tax Free Investment Strategies as part of a full, holistic financial plan. We are a unique fiduciary firm that puts our client’s best interests before our own. We always seek to minimize conflicts of interest, be transparent and live up to the trust our clients place in our firm. We take our responsibility of acting on behalf of our client’s with the utmost honesty and integrity.

Matthew J. Dixon - Financial advisor

MATTHEW J. DIXON, RFC®

CEO and founder

Matt has over eight years of experience in the financial services industry and has been an educator to the public for five years. In addition to his public education programs, he is a featured host on the WYRD Radio Show, “The Max Radio Hour”, and has  appearances on local news stations in The Upstate on “Retire Ready Today TV”.

He provides guidance to help you develop an overall retirement strategy and offers a variety of insurance and investment products to help achieve the objective of that strategy.

Byron Hurren, RFC®& CFed®

Partner & Director of AdvisorY SERVICES

Byron began his professional career in the financial industry as regional director with an insurance commodities firm. He entered the wealth management industry after meeting people who lacked access to tailored fit retirement planning and advice. His passion for finance and making a positive impact in people’s lives on a daily basis, made becoming a financial advisor an easy decision.

BYRON HURREN - PARTNER & DIRECTOR OF ADVISORY SERVICES
ADAM TAYLOR - LEAD FINANCIAL ADVISOR

Adam Taylor, RFA® & CFEd®

LEAD Advisor

Adam has experience in Finance dating back to 2018 starting by managing a group of volunteers housing, allowances, and the general finances for over 250 individuals. He saw the importance of having a good financial plan for businesses but more importantly, for individuals. In 2019, he began his financial advising career with a local firm here in Greenville. He once again saw the importance of a customized financial plan seeing that retirement is much greater than a portfolio or product. Adam is a fiduciary advisor, currently holding his Series 65 and his Life Insurance License. He enjoys building financial plans for anyone in need and making sure those plans stay true.

On the weekends, Adam spends his time at the various lakes around Greenville or in the mountains fishing or hiking. He also volunteers at his church co-teaching a Sunday School class

 

Josh Ord

Associate Advisor

Meet Josh, a seasoned financial advisor with 8 years of industry experience. Originally from sunny Southern California, Josh is an avid surfer who prioritizes client benefits over higher pay, choosing TRUnorth for its commitment to excellence. With a meticulous research approach and unwavering loyalty, Josh ensures your financial journey is built on a solid foundation. Dedicated to personalized retirement planning, he invites you to embark on your financial path where aspirations become achievable realities.

 

JOSH ORD - ASSOCIATE FINANCIAL ADVISOR

Account Specialists & Service Team

Kathy Wiley

Kathy Wiley

Account Specialist Lead

Susan Holland

Susan Holland

New Business Specialist

Tyunkia Raiden

Tyunkia Raiden

New Business Specialist

Julie Worley

Julie Worley

Strategic Advisor

(864) 800-1831 Ext 5004

Braden Weems

Braden Weems

Advisory Analyst

SaraBeth Shalala

SaraBeth Shalala

Advisory Analyst

(864) 800-1831 Ext. 1002

Operations & Business Developement Team

Landon Morse

Landon Morse

Director of Operations

Mari Pawlowski

Mari Pawlowski

Client Engagement Specialist

Ireland Atwood

Ireland Atwood

First Impressions Specialist

Mercedes Purington

Mercedes Purington

Marketing & Creative Specialist

Ready to take
The next steps?

 

For More Information About Any Of Our Products And Services,
Schedule A Meeting Today Or Register To Attend A Seminar.