Trumark Wealth Advisors
Trumark 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.
TJ is a Vice President and Senior Wealth Advisor with Trumark Wealth Advisors.
He focuses on developing, implementing, and monitoring customized financial strategies for Trumark Credit Union members. His areas of expertise include retirement planning, estate preservation, education planning, wealth transfer, 401(k)s, and overall financial planning.
TJ joined Trumark in 2013 and has over 26 years of industry experience. He earned a bachelor’s degree in economics from Penn State.
He holds Series 7, 63, 65, and 24 registrations through LPL Financial and maintains Life, Accident, and Health Insurance Licenses. He is licensed in DE, FL, GA, MA, ME, NC, NJ, NY, PA, and SC.
He enjoys spending time with family and friends and fishing.
Wolfgang is an Assistant Vice President and Senior Wealth Advisor with Trumark Wealth Advisors and LPL Financial.
With 40 years of experience, he provides customized financial services to help clients pursue their goals.
He earned a bachelor’s degree from Temple University and holds Series 7, 63, 65, and 24 registrations. He is licensed in DE, FL, MD, NJ, NY, and PA.
John Fair is a Vice President and Senior Wealth Advisor with Trumark Wealth Advisors, based in the Philadelphia area. He works closely with individuals, families, and business owners to deliver customized wealth management strategies aligned with their long-term goals.
John takes a comprehensive, relationship-focused approach, emphasizing thoughtful planning and clear communication. For over 25 years, he has helped clients navigate all stages of their financial lives.
He graduated from Florida Atlantic University with a bachelor’s degree in accounting and holds Series 7, 63, and 66 licenses through LPL Financial. He is registered in DE, FL, GA, MD, NJ, NC, PA, TX, and VA.
John supports St. Jude Children’s Research Hospital and enjoys playing golf.
Steven R. Ross is a Senior Wealth Advisor with LPL Financial and Vice President with Trumark Wealth Advisors in Doylestown, PA. He joined Trumark in 2019 after more than 17 years in the industry.
He earned a Bachelor of Arts with Honors from the University of California, Santa Barbara, and a Juris Doctor from the University of Iowa College of Law (non-practicing). He also spent a decade as a tax professional focusing on high-net-worth clients.
Steven earned the Certified Fund Specialist (CFS) designation in 2017. His areas of focus include investment direction, asset allocation, stock option analysis, financial planning, estate planning, and insurance reviews.
He uses long-term strategies to help clients pursue their financial goals and build lasting relationships.
A native of San Francisco, Steven lives in Doylestown, PA with his wife and four sons. He enjoys traveling, sports, poker, music, painting, and fine food.
He is licensed in CA, DC, DE, FL, GA, MA, MD, NC, NJ, NY, PA, SC, VA, and WI and holds Series 7 and 66 registrations.
Al is a Vice President for Trumark Wealth Advisors and Senior Wealth Advisor. He focuses on helping clients improve their current financial situations and work toward their long-term goals.
He uses a wide array of products and services to build customized strategies, recognizing that while products may be similar, each client’s goals are unique. Al provides a comprehensive view of financial services, including retirement planning, estate preservation, educational planning, and wealth transfer strategies.
Al joined Trumark Wealth Advisors in 2022 and has over 30 years of experience in the financial services industry across both retail and wholesale sectors. He earned a bachelor’s degree from the University of Louisville.
He holds Series 7, 65, and 63 registrations through LPL Financial and maintains Life, Accident, and Health Insurance Licenses in PA, NJ, and DE. He is securities licensed in DE, FL, MD, NY, NJ, and PA.
In his free time, Al enjoys spending time with family and friends.
Andrew “Drew” Graser is a Vice President and Senior Wealth Advisor with Trumark Wealth Advisors.
With over 25 years of experience across banks, asset managers, and wealth advisors, Drew helps clients develop strategic plans to grow and preserve wealth, especially during market volatility.
His background includes leadership roles at Rothschild & Co., Principal, TCW Group, Citigroup, and Dreyfus Investments.
Drew earned a Bachelor of Science in Finance from Rochester Institute of Technology and holds Series 7, 24, and 66 registrations through LPL Financial. He is licensed in PA, NY, NJ, DE, MD, and FL.
He supports the American Red Cross and lives in Malvern, PA with his family.
Russell is a First Vice President, and Program Manager with Trumark Wealth Advisors and a Senior Wealth Advisor.
Russell has spent his career in the financial services industry. His background covers corporate retirement plan market, the wholesale market and more recently, managing advisors in the retail market through financial institutions.
Russell earned a bachelor’s degree from Eastern University. LPL holds his Series 7, 63, 65, 24, and 9/10 registrations. Russell is licensed in PA, NJ, DE, and FL. Russell is an Accredited Wealth Management Advisor® (AWMA®) through the College for Financial Planning.
Russell resides in Malvern PA with his wife Cynthia.
Sean is a Relationship Specialist for Trumark Wealth Advisors and Financial Consultant with LPL Financial. He has lived in the Hatboro-Horsham area for most of his life and enjoys visiting the many parks in the area.
Sean holds a Series 7 General Securities registration and Series 66 registration through LPL Financial, and Life, Health, and Accident Insurance Licenses. Sean is Securities Licensed in DE, FL, NJ, and PA.
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Guided Wealth Portfolios is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). Guided Wealth Portfolios uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in Guided Wealth Portfolios from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
References to tax strategies that the Guided Wealth Portfolios service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
*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 Credit Union and Trumark Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Trumark Wealth Advisors, and may also be employees of Trumark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Trumark Credit Union or Trumark Wealth Advisors. The Trumark 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: CA, DC, DE, FL, GA, MA, ME, MD, NC, NJ, NY, PA, SC, TX, VA, WA, and WI. Securities and insurance offered through LPL or its affiliates.
Insurance products are offer through LPL or its licensed affiliate. Trumark Credit Union and Trumark Wealth Advisors.