Co-Founder and Relationship Manager

Brian Mullally, Esq.

Brian is a graduate of Georgetown University and the University of Notre Dame Law and MBA program.  He completed the Applied Investment Management Program at Notre Dame, and is a member of the State Bar of Michigan. He also graduated from the American Banker's Association National Graduate Trust School and holds the Series 65 qualification as an Investment Advisor Representative (IAR). Brian has been using multi-factor, market-return focused investment strategies since 1995. He is passionate about helping investors save and intelligently invest their assets at a fraction of the cost. He is a frequent, passionate advisor commentator to drive change in the investment world to make it a much better place for clients to realize their financial dreams.

President, CEO, CCO

Kevin L. Miller,  CPA, CFP®, CPWA®

Kevin is a graduate of Western Michigan University in Kalamazoo, Michigan, where he studied Accounting and Finance. Kevin joined TruNorth Capital in 2019. Kevin carries the CERTIFIED FINANCIAL PLANNER™ certification.  Professionals carrying the CFP® certification have completed extensive training and experience requirements and are held to rigorous ethical standards. Kevin also carries the Certified Private Wealth Advisor® designation which expands on the complexities many families face when creating their financial goals. He is a licensed Certified Public Accountant (CPA) in the state of Michigan. Kevin specializes in helping clients identify and reach their goals through proactive financial planning. He believes that financial planning and investment management should be affordable and accessible for all families, without compromising on quality, so that more families can get the help they need to achieve their financial goals and objectives. 

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Relationship Manager

Kristin M. Bennett, CFP®, CPWA®

Kristin graduated from Albion College with a degree in economics and management. Kristin joined TruNorth Capital in September of 2023 and has 18+ years of industry experience. She holds both the Certified Financial Planner® (CFP®) and Certified Private Wealth Advisor® (CPWA®) designation. Professionals carrying the CFP® certification have completed extensive training and experience requirements and are held to rigorous ethical standards. Kristin also carries the Certified Private Wealth Advisor® designation which expands on the complexities many families face when creating their financial goals. Kristin specializes in helping ultra high net worth families manage their financial situation through proper estate planning, complex investment strategies, and tax management considerations. Kristin joined TruNorth with the same vision for the future of wealth management and believes that wealth management should be delivered in an affordable yet comprehensive solution. Kristin is a wonderful new addition to our growing team.

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Client Service Coordinator

Jean Claude Morisset

J.C. is a graduate of Grand Valley State University where he studied Finance. J.C.
joined TruNorth Capital in April of 2022 and has 15+ years of industry experience. He
holds the Series 65 qualification as an Investment Advisor Representative (IAR). J.C. specializes in client service and day-to-day operations. J.C. joined TruNorth sharing our collective approach on affordable financial planning and investment management services.

Client Service Coordinator

Madison C. Jackson

Madison is from Saint Joseph, MI and graduated from Michigan State University in 2025, with a degree in Management and minor in Entrepreneurship & Innovation. She joined TruNorth in May of 2026 and is currently pursuing her Series 65 Certification, and enjoys combining her passion for organization, customer service, and continuous learning to support both clients and the TruNorth team. Outside of work, Madison enjoys many different hobbies. Cooking/baking, golfing, gardening, or anything to do with arts & crafts and DIYs takes up most of her free time if she isn't with her family and friends. She also has a lifelong interest in aviation sparked by her father, and recently earned her Private Pilot License.