Meet Our Wealth Advisors

TJ is a Vice President for Trumark Wealth Advisors and Senior Wealth Advisor. 

TJ focuses on developing, implementing, and monitoring financial strategies. Through a strategies-based approach, TJ provides customized strategies designed to address the needs of Trumark Credit Union members. 

TJ provides a comprehensive view of financial areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.

TJ joined Trumark Wealth Advisors in May 2013 and has over 26 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. TJ also has a Life, Accident, and Health Insurance License. TJ is Securities licensed in DE, FL, GA, MA, ME, NC, NJ, NY, PA and SC.

TJ lives locally and enjoys spending time with his family, friends and occasionally fishing.

Wolfgang is a Vice President for Trumark Wealth Advisors and Senior Wealth Advisor with LPL Financial.

Wolfgang has 40 years of experience in the financial services industry. He offers customized financial services to help clients pursue their financial goals.

He earned a bachelor’s degree from Temple University. He holds a Series 7, 63, 65 and 24 registrations through LPL Financial. Wolfgang is Securities license in DE, FL, MD, NJ, NY, and PA.

John Fair is a Vice President and Senior Wealth Advisor based in the Philadelphia and surrounding suburbs of Pennsylvania. He works closely with individuals, families, and business owners to deliver customized wealth management strategies aligned with their long‑term financial goals.

John takes a comprehensive, relationship‑focused approach to advising, emphasizing thoughtful planning, clear communication, and strategies tailored to each client’s unique circumstances. For the past 25 years he has partnered with clients across all stages of their financial lives, helping them navigate complexity with clarity and confidence.

John graduated from Florida Atlantic University with a bachelor’s degree in accounting and holds Series 7, Series 63, and Series 66 securities licenses through LPL Financial. He is registered to conduct business in Delaware, Florida, Georgia, Maryland, New Jersey, North Carolina, Pennsylvania, Texas, and Virginia.

Actively involved in community initiatives, John supports St. Jude Children’s Research Hospital. Outside of the office, he enjoys playing golf.

Steven R. Ross is a Senior Wealth Advisor and Vice President with Trumark Wealth Advisors in Doylestown, PA. Steven joined Trumark Wealth Advisors 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) 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 which enhances his knowledge 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, GA, MA, MD, NC, NJ, NY, PA, SC, VA, and WI. He holds Series 7 and 66 with LPL Financial.

Al is a Vice President for Trumark Wealth Advisors and Senior Wealth Advisor. Al focuses on helping his clients improve 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 aspect’s 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 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, Series 65 and 63 registrations through LPL Financial. He maintains Life, Accident, and Health Insurance Licenses in PA, NJ, DE. 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.

Andrew “Drew” Graser is a Vice President and Senior Wealth Advisor for Trumark Wealth Advisors. Drew is a seasoned financial advisor with over 25 years of industry experience across banks, asset managers, and wealth advisors. His deep industry knowledge and understanding of global financial markets are well suited to helping Drew’s clients develop a strategic plan to work toward growing assets but more importantly strives to preserve wealth in periods of volatility. Knowing there is a plan in place gives Drew’s clients confidence they can work towards achieving their financial goals while aiming to avoid costly decisions when periods of uncertainty arise.

His track record includes his tenure as Managing Director at Rothschild & Co. as well as renowned institutions such as Principal, TCW Group, Citigroup, and Dreyfus Investments where he oversaw portfolio solutions, asset allocation, and investment strategy.

Drew holds a Bachelor of Science in Finance from the Rochester Institute of Technology (RIT) and holds his series 7, 24, and 66 designations through LPL Financial and is licensed in PA, NY, NJ, DE, MD and FL. Drew is an active supporter of the American Red Cross and lives in Malvern, PA with his wife and children.

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 Wealth Advisor with Trumark Wealth Advisors and Financial Consultant with LPL Financial. He has lived in the Hatboro-Horsham area for a majority 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.