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Your long-term financial success depends on choices made today. One of the most important of those choices is deciding whom to trust with your financial future.

Gather information on investment services like financial tools, market summaries, video alerts, financial calculators, and more by clicking here.

As professional advisors, Wealth Advisors at TruMark Financial offer personalized financial strategies based on your unique situation, current and future plans, and goals. Our strategies are designed to adapt to market changes and your personal circumstances.

Investment services are available to TruMark Financial members through TruMark Financial Wealth Advisors, offered through LPL Financial*. Our focus is on the following services and investments:

  • Financial planning
  • Retirement planning
    • Retirement plan rollover options
    • Retirement income planning
  • Wealth Transfer and legacy planning
  • Education planning
  • Account/portfolio reviews
  • Trust planning and services
  • Investment advisory accounts
  • Stocks
  • Fixed income
  • Mutual funds
  • Annuities
  • Structured products’
  • Insurance
  • ETF and ETN
  • Alternative investments

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

 

Complimentary Investment Consultations
Retirement Planning
Resource Center
Meet Our Team

TruMark Financial Wealth Advisors offers personalized service to help you work toward meeting all of your financial goals. A Wealth Advisors representative will work with you to design an investment strategy and create a comprehensive financial plan. In developing your financial plan, we’ll take into account all of your personal circumstances and the life events that can trigger needs for increased cash flow or enhanced investment returns.

Schedule a complimentary investment consultation today

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The financial decisions that you make today have an impact on how secure you will be in retirement years. Retirees today lead healthier and more active lifestyles for longer periods. You need a financial plan that will assure you of the income you need to maintain your current lifestyle. A Wealth Advisors representative will develop a financial plan based on your interest, concerns, and plans for the future.

Schedule a complimentary consultation today

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TruMark Financial’s Wealth Advisors investment professionals can help navigate you through the increasingly volatile, complex, and unpredictable financial markets. Our trusted advisors can help you plan for the expected, and even for the unexpected, so you can feel confident in your investment strategy.

Investment Resources Center

In addition to the expertise of our financial advisors, you can take advantage of our Investment Resource Center to:

• View financial articles
• Access calculators
• Read timely newsletters

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Meet the TruMark Financial Wealth Advisors

 

TJ Tuan Le, AVP, TruMark Financial

tle@trumark.org
215-347-0907

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.

 


 

Charles McCue, AVP, TruMark Financial

cmccue@trumark.org
267-559-6169

Charles is an Assistant Vice President 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 30 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.

He earned a Bachelor’s degree from Villanova University. He holds a Series 7 General Securities registration, Series 63 and 65 registrations, through LPL Financial and Life, Accident, and Health Insurance Licenses. Charles is securities licensed in DE, FL, IA, KY, MD, NJ, VA, and PA.

Charles lives in the Greater Philadelphia area where he was born and raised.

 


 

Wolfgang Hein, AVP, TruMark Financial

whein@trumark.org
215-347-0906

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

jfair@trumark.org
215-809-0962

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

sross@trumark.org
215-347-4594

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.

 


 

Russell Hanscom, Vice President and Program Manager, TruMark Financial

rhanscom@trumark.org
215-595-5953

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®.


 

Mekemin Kone, Client Services Associate, TruMark Financial

mkone@trumark.org
215-396-6316

Mekemin is the Sales Coordinator for TruMark Financial Wealth Advisors and Client Services 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.

Mekemin has over twenty years of banking and financial services experience. Prior to joining TruMark Financial Wealth Advisors, Mekemin worked at Santander Bank for fifteen years respectively as a Branch Operations Manager, a Branch Manager and a senior Licensed Relationship Banker. He built and maintained client relationship and offered advice on everything from personal and business accounts to investments, loans and trust management services.

Mekemin earned his MBA at the University of Abidjan-Ivory Coast.  In addition, he holds the following FINRA licenses: Series 6 General Securities, Series 63 State registrations through LPL Financial and the PA Life and Health insurance license. He is currently studying for his series 7 & and 65/66 licenses.

Mekemin resides in Drexel Hill Delaware County with his wife Lydie and his children, Lionel, Chanel and Vivienne.


 

Al Barbato, AVP, TruMark Financial

abarbato@trumark.org
215-953-5354

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.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. TruMark Financial Credit Union and TruMark Financial Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name TruMark Financial Wealth Advisors, and may also be employees of TruMark Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of TruMark Financial Credit Union or TruMark Financial Wealth Advisors. The TruMark Financial Wealth Advisors site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: DE, FL MD, MA, KY, CA, NJ, NY, NC, GA, PA, SC, VA, WA, DC, and WI Securities and insurance offered through LPL or its affiliates are:

 

Employees are able to participate in TruMark Financial’s 401(k) plan with Principal Financial Group. The plan offers both pre-tax and after-tax Roth contributions as well as a matching employer contribution.

 

TruMark Financial offers subsidized medical and prescription benefits to eligible employees. Available plans include an HMO, PPO, and consumer directed high deductible medical plans with a Health Savings Account (HSA) for eligible employees. Additional benefits include dental, vision, life insurance, short-term and long-term disability benefits. TruMark Financial also offers Flexible Spending Accounts (FSA) for eligible employees to set aside pre-tax dollars for out-of-pocket health care, dependent care or commuter expenses.

 

 

Employees have access to discounts on entertainment, electronics, shopping, local attractions, commuter packages, vacation plans, and more.

 

 

TruMark Financial recognizes employees have diverse needs for time off from work and provides the Paid Time Off policy to meet your needs. This benefit promotes a flexible approach to time off. TruMark Financial also provides time off for over 10 different federally recognized holidays annually.

 

TruMark Financials’ tuition reimbursement program provides encouragement and financial assistance to eligible full-time employees who wish to further their education by completing business-related courses or working towards a degree. The program includes business-oriented seminars, skill-improvement courses and degree-required courses at accredited institutions.

 

TruMark Financial is dedicated to helping the communities we serve. Employees are encouraged to participate in local volunteer opportunities. As an added benefit, TruMark Financial employees are able to trade up to 8 hours of community service each year for paid time off.

 

Throughout the year, TruMark Financial and its employees celebrate one another through a variety of systems set up to make sure a job well done is recognized. Employees have the opportunity to award one another for things that matter, fostering an environment of teamwork and inclusion.

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