MEET THE TEAM
The team behind TruNorth Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
MATTHEW J. DIXON, RFC® Partner and Financial Advisor
Matt Dixon wrote the firm’s latest book, titled RITE - "Retirement Income Tax Exempt." He believes retirees should truly examine their retirement with a mindset he calls “the new unemployment,” so that they may plan more carefully. He is committed to helping you work toward achieving the retirement you want.
He provides guidance to help you develop an overall retirement strategy, and offers a variety of insurance and investment products to help achieve the objectives of that strategy.
Matt is nationally recognized for his tax-free strategy approach to retirement income. He has over eight years of experience in the financial services industry and has been an educator to the public for three years. In addition to his public education programs, he is a featured host on the WGTK radio station and has guest appearances on local news stations in the Upstate.
He graduated from Utah State University and is a Registered Financial Consultant. In his free time, Matt volunteers with the Helping Hands Foundation and has served in various leadership positions in his church.
SAMANTHA WILEY
VP of Operations
SAMANTHA WILEY
VP of Operations
Samantha graduated from Columbia College in 2013 with a BA in Arts Management and minors in Technical Theatre and Art History. With her unique perspective she views TruNorth as a production in which each employee has a part to play, and she strives her best to make sure each employee has the tools they need to make each client experience the best. While she's not working she enjoys gardening, reading classic literature, and being a proud momma to a very spoiled cat.
SUSAN HURREN
Director of Marketing
SUSAN HURREN
Director of Marketing
Susan graduated from Clemson University in 2018. She utilizes her knowledge and skills as the Marketing Director to find innovative ways to reach new clients, and with this leadership her department orchestrates dinner seminars, educational workshops, radio and television shows, as well as press releases and media interviews for the entire company. Her passion for charity work pours over into her role at TruNorth, where she also heads all charity and community outreach efforts. When she isn't working, you'll most likely find her at some sort of sporting event, working out with her husband, or playing with her Australian Shepherd, Annie.
KATHY WILEY
Case Design Manager
KATHY WILEY
Case Design Manager
Kathy Wiley attended the Art Institute of Pittsburgh for graphic design and before joining TruNorth Advisors, was a gallery owner and professional artist. She enjoys her position here making the retirement process a smooth transition and also continuing to help clients by providing service on their RITE Strategy policies. Her time off is spent with her husband remodeling their farmhouse, working in her flower gardens, painting in her studio, and playing with her rescue dog, Clover.
ERIN REILLY
Marketing Associate
ERIN REILLY
Marketing Associate
Erin graduated from Clemson University in 2019. At TruNorth Advisors she does service work and puts together annual reviews for existing clients. When she is not at TruNorth Advisors, you can find her keeping up with current events and sports of all kinds. She loves to stay sharp for trivia!
WILLIAM MORGAN
Advisor
WILLIAM MORGAN
Advisor
William was born and raised in Camden, South Carolina and later attended and graduated from Clemson University. He started his financial career in wealth management after graduating in 2017 and has been working and living in the Greenville area for the past year. His unique focus is Goal Oriented Financial Planning.