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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

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

whein@trumark.org

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

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

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

 abarbato@trumark.org

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

 sdolezal@trumark.org

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

rhanscom@trumark.org

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

pfischer@trumark.org

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.

*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:


TruMark Financial Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.

We are pleased to provide a comprehensive employee benefits program designed to keep employees healthy and provide protection in case of serious illness, disability or loss of life. Benefits available to eligible employees include:

  • Multiple Medical/Prescription Plans to select from- HMO, PPO, and Consumer Directed High Deductible
  • Health Savings Account (HSA).
  • Flexible Spending Accounts (FSA) - Set aside pre-tax dollars for out-of-pocket health care, dependent care or commuter expenses
  • Dental
  • Vision
  • Basic and Voluntary Life Insurance
  • Short-term & Long-term Disability Benefits.
  • Pre-paid legal and identity theft plans

 

In addition to a comprehensive benefits package, TruMark Financial focuses on their team members’ work-life balance through amazing employee perks. These includes access to discounted financial services, entertainment, shopping, travel, electronics, and so much more contributing to our well-being.

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 11 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 celebrates success in a variety of ways to ensure recognition of its employees. In addition, employees are also able to award one another for making a difference. This includes fostering an environment of inclusion, connection, and belonging.

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