Meet the TruMark Financial Wealth Advisors
TJ Tuan Le, AVP, TruMark Financial
TJ is an Assistant Vice President for TruMark Financial Wealth Advisors and Senior Wealth Advisor with LPL Financial. TJ focuses on developing, implementing, and monitoring financial strategies.
TJ uses a wide variety of products and services to provide customized strategies for clients. His mission is to provide a holistic approach to financial planning to help clients pursue their lifelong financial goals. TJ provides a comprehensive view of financial services including retirement planning, estate preservation, educational planning, and wealth transfer strategies.
TJ joined TruMark Financial Wealth Advisors in May 2013, and has over 20 years of experience in the financial services industry.
He earned a Bachelor’s degree in Economics from Pennsylvania State University. He holds a Series 7 General Securities registration, Series 65 and 63 registrations, Series 24 General Securities Principal registration through LPL Financial and Life, Accident, and Health Insurance Licenses. TJ is Securities Licensed in DE, FL, GA, MA, NJ, NY, and PA.
Wolfgang Hein, AVP, TruMark Financial
Wolfgang is an Assistant Vice President for TruMark Financial Wealth Advisors and Senior Wealth Advisor with LPL Financial.
Wolfgang has over 30 years of experience in the financial services industry. He offers customized financial services to help clients pursue their 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.
He earned a Bachelor’s degree from Temple University. He holds a Series 7 General Securities registration, Series 63 and 65 registrations, Series 24 General Securities Principal registration through LPL Financial and Life, Accident, and Health Insurance Licenses. Wolfgang is Securities Licensed in DE, FL, MD, NJ, NY, VA, and PA.
John Fair, AVP, TruMark Financial
John Fair is an Assistant Vice President with TruMark Financial Wealth Advisors and Senior Wealth Advisor with LPL Financial. For more than 21 years he has been serving financial institution clients and members. John works closely with members to help plan and prepare for their financial goals.
John uses a consultative approach to assist clients pursue their financial goals and well-being. His experience includes strategic investment planning, retirement planning, life and long term care insurance. John has the following securities licenses, Series 7, 63, 66 which are currently held with LPL Financial and is registered in the following states DE, FL, GA, MD, NC, NJ, NY, PA, TX, WA, 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.
John is an active supporter of St. Jude Children’s hospital. He attends several events each year to raise money for kids with cancer. John lives in Philadelphia suburbs and enjoys fishing, golf, and taking in an occasional Phillies and Eagles game.
Steven Ross, AVP, TruMark Financial
Steven R. Ross is a Wealth Advisor with LPL Financial and Assistant Vice President with TruMark Financial Wealth Advisors in Doylestown, Pa. Steven joined TruMark Financial 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 1) Anthropology and 2) 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 and Finance establishing him as a specialist in mutual funds, unit investment trusts and exchange traded funds.
Steven enjoys working with clients who need long range financial strategies and concentrates his practice on individuals. Areas of assistance include asset allocation, investment direction, stock option analysis, qualified and non-qualified employee stock option analysis, insurance reviews, financial goal clarification, financial planning, and estate planning. Steven uses long term strategies that seek to achieve specific and unique financial goals through the use of appropriate investments which allow Steven to help enhance the lives of his clients and establish strong and lasting relationships.
Steven, a native San Franciscan, moved to Doylestown, Pa. with his wife and children – which now number four boys – in the summer of 1999. Steven enjoys playing golf and watching football and hockey. Steven appreciates poker, music, painting, and fine foods. Steven spends much of his time servicing his clients and most of his free time with his family. Steven is licensed in CA, DC, DE, FL, MD, NC, NJ, NY, PA, SC, VA, and WI. He holds Series 7 and 66 registrations with LPL Financial.
Al Barbato, AVP, TruMark Financial
Al is an Assistant Vice President for TruMark Financial Wealth Advisors and Senior Wealth Advisor with LPL Financial. Al focuses on helping his clients improve upon their current situations and move toward addressing their financial goals.
Al uses a wide array of products and services in order to build strategies for clients. He uses a customized approach in helping clients pursue their goals as he believes that while products are similar, clients have goals that are unique to them and their families. Al provides a comprehensive view of all aspects financial services including retirement planning, estate preservation, educational planning, and wealth transfer strategies.
Al joined TruMark Financial Wealth Advisors in 2022, and has over 30 years of experience in the financial services industry in both retail and wholesale parts of the business
He earned a Bachelor’s degree from the University of Louisville in Louisville, KY. He holds a Series 7 General Securities registration, Series 65 and 63 registrations through LPL Financial as well as Pennsylvania Life, Accident, and Health Insurance Licenses. Al is Securities Licensed in DE, FL, MD, NY, NJ and PA
In his free time, Al enjoys spending time with his family and friends.
Simon Dolezal, AVP, TruMark Financial
Simon Dolezal is an Assistant Vice President for TruMark Financial Wealth Advisors and Senior Wealth Advisor with LPL Financial. Simon brings over 30 years of experience in the financial services industry, and early in his career, came from a fixed income background working as a corporate bond specialist with Smith Barney in the early eighties. Simon takes a holistic approach to members’ unique goals and needs and enjoys helping clients plan for retirement, incorporating rollovers, or advising on tax-free investing, and principal protection strategies.
Simon employs long-term strategic asset allocation strategies to help clients grow, protect, and preserve their assets based on each client’s unique investment objectives and goals.
Simon attended McGill University from 1975 to 1977, going on to finish his degree in cultural anthropology and economics at Boston University, cum laude, 1979. Simon has an avid interest in language, cultures, sports, dogs, and enjoys traveling.
Simon holds Series 7, 63, and 65 licenses, and is registered to do business in DC, DE, MD, NJ, NY, and PA.
Simon would be happy to sit down with you and take the time to understand your very unique goals, needs, and aspirations.
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®.
Pedrito Fischer, Client Services Associate, TruMark Financial
Pedrito Fischer is a Client Services Associate with TruMark Financial Wealth Advisors and LPL Financial. Pedrito joined the TruMark Financial team in 2013 as a member service representative. Excelling in member service and excellence, Pedrito has over 20+ years of customer service experience in both banking and hospitality management. Now a member of the TruMark Financial Wealth Advisor team, he is working toward obtaining licensing to continue to provide exceptional service to TruMark Financial Wealth Advisor clients. Pedrito is a graduate of Delaware Valley University with a Bachelor’s Degree in English and is an advocate for the positive affects that planning for the future can have.
In his free time, Pedrito enjoys spending time with his family, attending church, and perfecting his photography skills. He can often be found acting in community theater or traveling beautiful Bucks County, as well.
