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, RFC®
CEO and founder
Matt has expansive 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®
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.
Adam Taylor, RFC®
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, RFA®
Lead 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.
CORRINE LOWITZ
SENIOR STRATEGIC ADVISOR
With over 20 years of experience in the finance industry, Corrine has built a reputation for providing thoughtful, strategic advice that helps individuals and businesses achieve their financial goals.
As a dedicated financial advisor, Corrine is passionate about helping people and enjoys working closely with clients to navigate their individual financial landscapes and make informed, confident decisions.
Julie Worley
Strategic Advisor
Team Byron
Andrew Bencivenga
Advanced Tax Specialist
Steve Rohr
Associate Advisor
Landon Morse
Director of Operations
Madison Crymes
Marketing & Event Coordinator
Yarinette Rodriguez
Business Development Specialist
Bradley Coulter
Business Development Specialist
Kate Urich
Business Development Specialist
Linda Moore
Data Entry Specialist
Braden Weems
Advisory Analyst
Kathy Wiley
Account Specialist Lead
Tyunkia Raiden
New Business Specialist
Brittany Czarnecki
New Business Specialist
Connie Seabrease
New Business Specialist
Gasheed Lareche
New Business Specialist
Devon Lima
Account Analyst
Mari Pawlowski
Client Engagement Specialist
Ireland Atwood
First Impressions Specialist
Lydia Neuhaus
First Impressions Specialist
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