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 offers 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:
Retirement plan rollover options
Retirement income planning
Wealth Transfer and legacy planning
Trust planning and services
Investment advisory accounts
ETF and ETN
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Complimentary Investment Consultations
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
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:
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 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 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 is an Assistant Vice President with TruMark Financial Wealth Advisors 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 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
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®.
*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 age 18 or older are able to participate in TruMark Financial’s 401(k) plan with Principal Financial Group after completing three full months of service. The plan offers both pre-tax and after-tax Roth contributions and TruMark Financial will make a matching contribution of 100% on the first 5% contributed by employees who make a salary deferral contribution.
TruMark Financial offers subsidized HMO, PPO, and consumer directed high deductible medical plans with a Health Savings Account (HSA) to eligible employees. Coverage, including dental, vision, and prescription, will become effective the first of the month following two full months of employment. TruMark Financial offers Flexible Spending Accounts (FSA) for eligible employees to set aside pre-tax dollars for out-of-pocket health care and dependent care expenses. Employees are eligible to participate in the Flexible Spending Accounts on the first of the month following two full months of employment. Also available are: life insurance and short/long term disability benefits.
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 a Paid Time Off policy to meet your needs. This benefit promotes a flexible approach to time off. New employees will be awarded 20 PTO days after their first year of service. 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. Employees will be reimbursed up to 100% of their tuition based on their grade after completing the course.
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 eight 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.
Your computer's version of Internet Explorer (IE) web browser is no longer supported by TruMark Financial Credit Union
Choose one of the following supported browsers to ensure a thorough online banking experience: