True North Advisors
Danielle Barfield has a diverse work experience background. Danielle started their professional career as a Sales Associate at Lonestar Gourmet Popcorn from August 2012 to August 2014. Danielle then interned at Quest Capital Management, Inc. for three months in 2016. In 2017, Danielle worked as a Paraplanner at Empower Wealth Advisors for the duration of the year. From 2018 to 2021, they served as a Client Service Specialist at True North Advisors. In January 2022, Danielle was promoted to the position of Senior Client Operations Analyst at the same company.
Danielle Barfield holds a Bachelor's degree in Personal Financial Planning from Texas Tech University. No specific information is available regarding the start and end years of their education.
True North Advisors
True North Advisors is made up of skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth. Our team is experienced and credentialed in both financial planning and portfolio management. We come together from different backgrounds and with different strengths to serve our clients’ needs in astrategic and proactive way. Our expert wealth advisors design highly customized, holistic financial plans that are uniquely focused on what matters most to you. Our team works in tandem with you, your estate planner and/or your CPA. Our disciplined, long-term approach has the flexibility to adapt to your circumstances as they change. It is, in essence, a financial roadmap to help you reach your goals. It is your True North, and we provide the expertise and financial vehicles to get you there. Our Investment Team builds global, diversified, multi-asset class portfolios with broad exposure to equities, fixed income, real assets, hedge funds and private equity investments. Our value-oriented approach allows us to be opportunistic when valuations are cheap, and defensive when they are expensive. We use a functional asset class framework to build portfolios that categorizes investments by their objective rather than by traditional asset class definitions. We provide advice that’s inspired by aspirations, not sales commissions.