Our team
How we work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Al Barbato, Vice President, Senior Wealth Advisor
7, 65, 63
Securities registrations through LPL Financial
Located at Trumark Wealth Advisors
Andrew (Drew) Graser, Vice President, Senior Wealth Advisor
7, 24, 66
Securities registrations through LPL Financial
Located at Trumark Credit Union
610 304 1130 (voice only)
John Fair, Vice President, Senior Wealth Advisor
7, 63, 66
Securities registrations through LPL Financial
Located at Trumark Financial Credit Union
Sean Bordier, Wealth Advisor
7, 63
Securities registrations through LPL Financial
Located at Trumark Credit Union
Steven Ross, JD, CFS, Vice President, Senior Wealth Advisor
7, 66
Securities registrations through LPL Financial
Located at TrumarkFinancial Credit Union
TJ (Tuan) Le, Vice President, Senior Wealth Advisor
Located at Trumark Credit Union
