True Financial Partners

Who We Are

True Financial Partners was founded in 2009 with the sole purpose of helping clients retire successfully. We accomplish this by incorporating several areas of planning including investment, tax, estate, and insurance planning. Our process is very thorough, but it’s the lasting relationships we form with our clients that make the difference. We properly prepare you for retirement!

At TFP, we are fiduciaries, which means we act in your best interest at all times. We take this role very seriously, as the relationships we form are built on trust.

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    True Financial Partners

    Helping You Choose the Right Path to Retirement!

    True Financial Partners

    Meet Our Team

    Drue Kampmann

    Financial Planner
    Co-Founder

    Dave Elizondo, CFP®

    CERTIFIED FINANCIAL PLANNER®
    Co-Founder

    Tom Stahle, CFP®

    CERTIFIED FINANCIAL PLANNER®

    Andrea

    Advisor Support
    Manager

    Gypsy

    Office
    Assistant

    Monique

    Client Support
    Coordinator

    Maddison

    Operations
    Manager

    True Financial Partners

    Meet Our Senior Wealth Advisors

    Thomas Rozman, CFA®, CAIA®
    Chief Investment Officer

    Jared Hillman
    Head of Trading

    Michael Mortellaro
    Head of Planning

    Our Core Values

    Each of our clients can expect to experience the core values that define our business.

    True Financial Partners

    Credentials & Affiliations

    We are committed to industry best practices through continued education and professional development.

    Our diverse team diligently seeks to understand new methods of helping you as the financial services landscape evolves. Members of our team are affiliated with some of the industry’s most prestigious organizations and hold some of the industry’s most regarded designations.

    The Chartered Financial Analyst designation is a globally recognized professional designation that measures and certifies the competence and integrity of financial analysts. The CFA designation is one of the most respected in finance and is widely considered to be the gold standard in the field of investment analysis. To become a charter holder, candidates must pass three difficult exams, have a bachelor’s degree, and have at least 4,000 hours of relevant professional experience over a minimum of three years.

    CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure future.

    The AIF® designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.

    FPA is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process who seek advancement in a growing, dynamic profession.

    True Financial Partners

    A Strong Network

    Our coordinated network results in a unified solution that enables you to focus on what is most important to you. By overseeing your entire financial picture, we maintain a deep understanding of your entire financial life to provide you with the resources to address the complexities of your situation. Each of our partners has clearly defined roles and responsibilities providing accountability and clarity. Our partner organizations combine the credibility of globally recognized financial firms with local, independent partners working together for you.

    Your Time Is Now

    Meet With True Financial Partners Today!