The ‘Wealth Collective’ part of our name reflects our belief that strong planning is collaborative. We work with professionals inside and outside our firm to bring current, effective, and efficient solutions to complex financial situations. When your needs call for additional expertise, we help coordinate the right conversations so you do not have to navigate them alone. This team page will grow as True North Wealth Collective continues to add financial professionals that reflect our dedication to creating a space where all are welcome.
Founder
After decades in the financial industry, Shannon founded True North Wealth Collective on a simple but powerful belief: everyone deserves access to thoughtful, judgment-free financial planning. She knows firsthand what it feels like to sit across the table from an advisor and wonder if your life, your family, or your priorities will truly be understood. As a woman and a member of the LGBTQ+ community, she has experienced the quiet, and not so quiet, ways the financial world can fall short for people who don’t fit a traditional mold. That experience is the heartbeat of everything True North stands for.
Shannon is deeply passionate about the art of listening. Not just to the numbers, but to the stories, the values, and the dreams behind them. She believes the best financial advice is built on trust, and that trust begins the moment a client feels genuinely seen and heard.
Her favorite moments in this work are the unscripted ones: the shoulders that visibly relax, the face that lights up with understanding, the quiet exhale of someone who has finally found a safe place to share their full story. Those moments, she says, are priceless, and they are exactly why she does what she does.
Shannon’s career has taken her coast to coast, with roots in Minnesota, time in California and Colorado, and experience in New York City. She has come back home to the Minneapolis area to raise a family. She holds a degree in Psychology from Carleton College in southern Minnesota, an education she draws on every single day.
Outside the office, Shannon’s most important role is mom to high-school twins. She’ll tell you she studied hard for the job, but her kids continue to be her greatest teachers, reminding her that sometimes the best plan is to put down the spreadsheet and stop to smell the roses. When Minnesota weather permits, you’ll likely find them on a hiking trail, at a campsite, or romping with the family dogs. The family loves exploring the world, with hiking in the mountains of Costa Rica at the top of the list.
Shannon built True North Wealth Collective for people like you, and people like her.
Sometimes the best plan is to put down the spreadsheet and stop to smell the roses.
The firm behind the practice
True North Wealth Collective is a d/b/a of The Alchemists, LLC (CRD #333737), a registered investment adviser with its principal office in the State of Vermont. Registration does not imply a certain level of skill or training.
That means the fiduciary duty and the regulatory oversight sit with The Alchemists, LLC, while the practice you deal with day to day, and the advice you receive, come to you as True North Wealth Collective. We think you should know that before you fill in a form, not after.
We are registered in several states, and will continue to add registrations in additional states as required. Because we work remotely via Zoom, we can meet you wherever you are. We may provide individualized advice only where we are properly registered, notice-filed, or exempt. You can verify all of this yourself on the Investment Adviser Public Disclosure website, which is maintained by regulators rather than by us.
An intro conversation costs nothing and commits you to nothing. If we are not the right fit, we will say so.