Meet the TruMark Financial Wealth Advisors
TJ Tuan Le, AVP, TruMark Financial
Through a solutions-based approach, TJ provides customized strategies designed to meet the needs of TruMark Financial members. Addressing 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.TJ is an AVP for TruMark Financial Wealth Advisors and senior wealth advisor with LPL Financial. TJ focuses on developing, implementing, and monitoring financial strategies.
Charles McCue, AVP, TruMark Financial
Charles is an AVP for TruMark Financial Wealth Advisors and senior wealth advisor 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, AVP, TruMark Financial
Wolfgang is an AVP for TruMark Financial Wealth Advisors and senior wealth advisor 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, AVP, TruMark Financial
John Fair is an AVP for TruMark Financial Wealth Advisors and wealth advisor with LPL Financial. 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, AVP, TruMark Financial
Steven R. Ross is an AVP for TruMark Financial Wealth Advisors and wealth advisor with LPL Financial. 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.
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®.
