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TJ Tuan Le


TJ Tuan Le
Financial Consultant,
LPL Financial
Assistant Vice President,
TruMark Financial
tle@trumark.org
TJ is an Assistant Vice President for TruMark Financial Investor Services and Financial Consultant with LPL Financial. TJ focuses on developing, implementing, and monitoring financial strategies.

Through a solutions-based approach, TJ provides customized strategies designed to meet the needs of TruMark Financial members. Exceeding his clients’ expectations at every turn, his goal is to help you create wealth through planning. 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 Financial Investor Services in May 2013, and has over 17 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, NJ, and PA.

Financial planning offered through LPL Financial, a registered investment advisor.
Steven Talley


Steven Talley
Financial Consultant,
LPL Financial
Assistant Vice President,
TruMark Financial
stalley@trumark.org
Steve is an Assistant Vice President for TruMark Financial Investor Services and a Financial Consultant with LPL Financial. Steve focuses on developing, implementing, and monitoring financial strategies. Through a holistic strategy-driven approach, Steve provides solutions designed to work toward meeting the needs of TruMark Financial members. With a strong desire to help members pursue their financial objectives, his goal is to provide sound guidance that is both easy to understand and implement. Steve provides a comprehensive view of financial topics such as wealth transfer, retirement planning, risk-managed investing, and education planning.

Steve joined TruMark Financial Investor Services in January 2017, and has over 8 years of experience in the financial services industry. He earned a Bachelor’s degree in Information Systems from Drexel University. He holds a Series 7 General Securities License, Series 66 and 63 State License, through LPL Financial Life and Variable Insurance License. Steve is Securities Licensed in Pennsylvania, Delaware, New Jersey, and Florida. Steve resides in Montgomery County with his fiancee, Tatyana, and children, Natalya and Declan.
Charles McCue


Charles McCue
Financial Consultant,
LPL Financial
Assistant Vice President,
TruMark Financial
cmccue@trumark.org
Charles is an Assistant Vice President for TruMark Financial Investor Services and Financial Consultant with LPL Financial. He assists TruMark Financial members with their investment and financial planning needs.

With over 25 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 6 and 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, MD, NJ, and PA.

Charles lives in the Greater Philadelphia area where he was born and raised.
Wolfgang Hein


Wolfgang Hein
Financial Consultant,
LPL Financial
Assistant Vice President,
TruMark Financial
whein@trumark.org
Wolfgang is an Assistant Vice President for TruMark Financial Investor Services and Financial Consultant with LPL Financial.

With over 30 years of experience in the financial services industry, Wolfgang offers customized financial services to meet our members’ 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, NJ, NY and PA.
Investor Services at TruMark Financial provides members a full range of financial products, including:
• Investment planning
• Retirement planning 
• IRAs
• Annuities
• Stocks  
• Life insurance
• Wealth transfer
• Mutual funds 
• Long-term care insurance
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IMPORTANT DISCLOSURES

Securities offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. TruMark Financial Credit Union and TruMark Financial Investor Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured TruMark Financial Credit Union deposits and are not NCUA insured. These products are not obligations of TruMark Financial Credit Union and are not endorsed, recommended or guaranteed by TruMark Financial Credit Union or any government agency. The value of the investment mayfluctuate, the return on the investment is not guaranteed, and loss of principal is possible. MK 562 10/17

 

This communication is strictly intended for individuals residing in the state(s) of DE, FL, MD, NJ and PA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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