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Our Team

Brent Lee

Brent Lee

Financial Advisor/Co-Owner

(701) 570-9196

blee@truwealthfinancial.com

Having been born in Williston, North Dakota, Brent Lee was raised in a hard-working, blue-collar family. His parents owned several businesses throughout their career, and Brent witnessed first-hand the sacrifices business owners endure...

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Brion Norby

Brion L. Norby

Financial Advisor/Co-Owner

(701) 580-0804

bnorby@truwealthfinancial.com

Growing up in the small farming community of Grenora, North Dakota, Brion was ingrained with old-fashioned values at a young age. It has been these values that have driven his career aspirations throughout his adult life and he credits...
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Polly Bumgardner

Polly Bumgardner

Client Service Associate

pbumgardner@truwealthfinancial.com

Polly enjoys taking care of others and serving her community. At TruWealth Financial, she helps make sure our office is warm and inviting for our clients and that all of the backend operations are running smoothly. She loves her...
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Jennifer Donais

Jennifer Donais, MBA, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(760) 641-6034

jdonais@truwealthfinancial.com

Jennifer has been in the financial services industry since 2011. Since joining TruWealth Financial in 2015, her main priority has been comprehensive financial planning. This approach entails wealth protection, wealth enhancement,...

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Matt Kohler

Matt Kohler

Financial Advisor

701-774-0000

mkohler@truwealthfinancial.com

Matt is the newest addition to our team here at TruWealth Financial. After receiving his bachelor’s degree in Business Management from Minot State University, Matt moved back to his hometown of Williston to begin his career as a...

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