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Team

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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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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Jennifer Donais, MBA, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

(760) 641-6034

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 joined TruWealth in September of 2017.  After receiving his bachelor’s degree in Business Management from Minot State University, Matt moved back to his hometown of Williston to begin...

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Shelbie moved to Williston in the summer of 2018 where her husband, Jeremy, had worked for the last six years. They moved from humid Northwestern Missouri to the freezing tundra that is North Dakota. They welcomed two little girls...

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Steph became a part of the TruWealth Financial team in January of 2020. Prior to coming to work for us, she worked with a local oilfield company. Having not been in the financial service field before, Steph has caught on exceptionally...

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