The True North team brings diverse corporate experience to your business.
Chris Goeglein, MBA / Managing Principal and Founder
Chris Goeglein is the founder and Managing Principal of True North. Under his leadership, True North has become one of the most active investment banking firms in Indiana. In addition, under Chris’s leadership True North formed a separate practice dedicated to providing local nonprofit organizations with strategic, financial, and governance advice.
Chris is an experienced strategist, advisor to senior executives, and change agent. During almost a decade of leading corporate transactions for Lincoln Financial Group, he evaluated transactions worldwide and completed numerous acquisitions, divestitures, initial public offerings, and startups with a combined deal volume in excess of $7 billion.
As an expert in corporate strategy, valuation, and corporate finance, Chris has become a trusted advisor to business owners and managers. He has advised business owners in diverse sectors, such as insurance, investments, automotive, distribution, manufacturing, and e-commerce.
A Registered Representative with Burch & Company, Inc., a member of FINRA and SiPC, Chris holds FINRA Series 62, 63 and 79 securities licenses. He holds an MBA from Ball State University and a bachelor’s degree in computer science and political science from Taylor University.
In addition to his work in the for-profit sector, Chris is personally active in nonprofit leadership, serving on the Taylor University Board of Trustees and the board for Taylor University Broadcasting – WBCL. Prior board service has included the Concordia Education Foundation, True Life Choices, The Lutheran Scholarship Granting Organization of Indiana, and Fort Wayne Area Youth for Christ.
Chris and his wife, Deb, have three children and three grandchildren. Outside of his professional and nonprofit activities, Chris enjoys spending time with family, traveling, and playing tennis.
Monte Lightner, JD, CPA (inactive) / Principal
Since the late 1980’s, Monte has managed and directed the tax functions of several multi-national corporations, including Lincoln Re, Central Soya and Borden. His planning, research and administrative skills have created sophisticated acquisition and disposition structures, resulting in increased shareholder value. Monte has extensive experience in U.S. and international taxation as well as experience in other treasury matters, including debt placement and risk management. Monte has participated in large transactions worldwide, focusing on strategic financial and tax planning to ensure advantageous legal, tax and accounting treatment for shareholders.
Monte earned his juris doctor from Indiana University School of Law and bachelor’s degree in accounting from Ball State University. He’s also a CPA (inactive) and member of the Indiana bar. He is a Registered Representative with Burch & Company, Inc., a member of FINRA and SiPC, and holds FINRA Series 62, 63 and 79 securities licenses. He is vice chair of the Huntington University Board of Trustees.
Monte and his wife, Beth, are parents of three, grandparents of four, and are active in their church.
Ken Sipe, FSA, MAAA / Principal
Ken is a Principal of True North Strategic Advisors and is involved in all aspects of the Company’s corporate finance, business strategy and merger/acquisition advisory services. Prior to joining True North in 2005, Ken worked more than 20 years in the financial services industry, mainly in a variety of leadership and management positions with large, multinational, publicly-held corporations. In reinsurance deal-making roles with Lincoln Financial Group and ING Group, he was responsible for designing, pricing, negotiating and executing complex reinsurance transactions.
Also actively involved in nonprofit board leadership and executive mentoring, Ken serves as an advisor to nonprofit executives and boards in areas such as strategic planning, board development, policy governance, and strategic restructuring. He has served as a member of various nonprofit boards and currently serves on the board of Colorado-based Kingdom Building Ministries.
An actuary by professional training, Ken is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He is a Registered Representative with Burch & Company, Inc., a member of FINRA and SiPC, and holds FINRA Series 62, 63 and 79 securities licenses. Ken earned a master’s degree in actuarial science from Ball State University and a bachelor’s degree in mathematics and business from Grace College.
A native of Berne, Ken and his wife, Tammy, live in Fort Wayne where they have raised three children. Together, they serve as mentors to engaged and young-married couples. In his free time, Ken enjoys time with family, traveling, reading, and playing tennis.
Scott Metzger, MBA / Principal
Scott is an experienced finance and transaction professional who has applied these skills in a variety of business development activities. He is a strategic thinker experienced in strategic planning, deal structures, due diligence, and contract negotiations.
Scott has an in-depth understanding of the capital markets with experience in mergers, acquisitions, divestitures and initial public offerings. He has led the establishment of a new business start-up and structured joint venture arrangements. Having worked for companies in the Fortune 500 as well as a closely held private company, he understands many of the issues present in today’s increasingly competitive business landscape.
As a Registered Representative with Burch & Company, Inc., a member of FINRA and SiPC, Scott holds FINRA Series 62, 63 and 79 securities licenses. Scott graduated cum laude from Knox College in Galesburg, Illinois, majoring in Business and Economics. He received an MBA from The University of Chicago.
Scott and his wife, Athena, have three children.
Josh Sipe, CFA, MBA / Vice President
Josh is involved in the firm’s mergers and acquisitions and corporate finance practice areas. He enjoys developing an in-depth understanding of each client’s business model, strategic positioning, and marketplace dynamics. Every deal is uniquely complex, and Josh appreciates the challenge of reacting to new information and working to ensure optimal outcomes for stakeholders.
Prior to joining True North, Josh spent 10 years in the banking and financial services industry where he led financial analysis and risk management functions as well as provided investment advisory and portfolio management services for private clients.
Josh is a Registered Representative with Burch & Company, Inc., a member of FINRA and SiPC, and holds FINRA Series 63 and 79 securities licenses. He earned a bachelor’s degree in finance from Ball State University, an MBA from Taylor University, and is a Chartered Financial Analyst (CFA).
Josh and his wife, Lauren, have three children. As a family, they are excited to be a part of the revitalization taking place in the Northeast Indiana region, are active within their church, and take every opportunity to spend time enjoying the outdoors.
Kayla Luithly, MBA / Associate
Kayla transitioned to True North in 2015 from the nonprofit sector. She is actively involved in market research, financial analysis, and presentation drafting for both the corporate and nonprofit practice areas.
Kayla earned a bachelor’s degree in leadership studies, intercultural studies, and teaching English to speakers of other languages from Indiana Wesleyan University and an MBA with a finance concentration from Purdue Fort Wayne.
In her spare time, Kayla enjoys acquiring new skills as well as pampering and socializing with other women through her Mary Kay side hustle.
Amy Kramer / Executive Assistant
Amy serves as Executive Assistant at True North. Her responsibilities include scheduling, presentation preparation, and various administrative tasks. Her voice is likely to be the one that greets you when you call the office.
Amy has a bachelor’s degree in Education from Asbury University. Before joining True North in January 2018, she had been a teacher (both Elementary and GED) and then a stay-at-home mom for many years.
She and her husband, Brian, moved to Indiana from Pennsylvania in 2012. They have 2 daughters. Amy volunteers tutoring English through International House and mentoring high school girls through her church. She enjoys biking Fort Wayne’s trails, reading, sewing, and game nights with her family.