Meet the TruMark Financial Consultants
TJ Tuan Le, Assistant Vice President, TruMark Financial
TJ is an Assistant Vice President for Investor Services at TruMark Financial and Financial Consultant with LPL Financial. TJ focuses on developing, implementing, and monitoring financial strategies.
Through a solutions-based approach, TJ provides customized strategies designed to meet the needs of TruMark Financial members. Exceeding his clients’ expectations at every turn, his goal is to help you create wealth through planning. TJ provides a comprehensive view of financial areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.
Charles McCue, Assistant Vice President, TruMark Financial
Charles is an Assistant Vice President for TruMark Financial Investor Services and Financial Consultant with LPL Financial. He assists TruMark Financial members with their investment and financial planning needs.
With over 25 years of experience in the financial services industry, Charles offers comprehensive knowledge of financial areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.
Wolfgang Hein, Assistant Vice President, TruMark Financial
Wolfgang is an Assistant Vice President for TruMark Financial Investor Services and Financial
Consultant with LPL Financial.
With over 30 years of experience in the financial services industry, Wolfgang offers customized financial services to meet our members’ financial goals. He lends his experience regarding comprehensive financial applications in areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.
John Fair, Assistant Vice President, TruMark Financial
John Fair is an Assistant Vice President and Financial Consultant with TruMark Financial Investor
Services. He has served members of financial institutions and clients for over sixteen years. John works
closely with members to help plan and prepare for their financial goals. John’s areas of focus include
strategic investment planning, insurance protection and preparing for and living in retirement.
John holds securities registrations through LPL Financial in the following states: AZ, DE, FL, GA, MD, NC,
NJ, PA, SC, and VA. His insurance licenses include life, accident and health. He is a graduate of Florida
Atlantic University with a bachelor’s degree in accounting.
Steven Ross, Assistant Vice President, TruMark Financial
Steven R. Ross is a Financial Consultant with TruMark Financial Investor Services. Steven joined TruMark in January 2019 after spending 17 plus years within the industry. Steven received his Bachelor of Arts with Honors from the University of California, Santa Barbara in both Anthropology and Law and Society. Steven later earned his Juris Doctorate from the University of Iowa, College of Law (currently non-practicing). He then spent a decade as a tax professional (currently non-practicing) in the CPA industry concentrating on personal income tax issues for the high net worth client. In the first quarter of 2017, Steven earned the Certified Fund Specialist (CFS) professional designation from the Institute of Business & Finance establishing him as a specialist in mutual funds, unit investment trusts and exchange traded funds.
Kathleen Hylinski, Client Services Associate, TruMark Financial
Kathleen is the Sales Coordinator for TruMark Financial Investor Services and Client Service Associate for LPL Financial responsible for providing operational support to the Financial Consultants through daily client account servicing and sales support, coordination and submission of marketing materials for compliance review along with assisting in the organization of seminars, client and corporate events and training.
Kathleen earned her J.D. from Villanova University School of Law along with her LLM in Taxation and is a licensed attorney in the state of Pennsylvania. She holds a B.S. in Accounting from Philadelphia University. In addition, Kathleen holds the following FINRA licenses: Series 7 General Securities, Series 24 General Securities Principal and Series 63 state registration.
Russell Hanscom, Vice President and Program Manager, TruMark Financial
Russell has been in the financial services industry for over 30 years. His background covers the corporate retirement plan market, the wholesale market and retail investments with various institutions.
Russell holds a Series 7 General Securities registration, Series 63 and 65 registrations, Series 24 General Securities Principal registration, Series 26 Investment Company Products/Variable Contracts Principal, and a 9/10 General Securities Sales Supervisor registration held through LPL Financial. Russell is licensed in Pennsylvania. Russell is an Accredited Wealth Management Advisor® through the College for Financial Planning®.