Trussell and Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Kirk Trussell

Kirk Trussell

Private Wealth Advisor

Chartered Financial Consultant®
Visit Kirk Trussell's website
Tim Sandman

Tim Sandman

Financial Advisor

Visit Tim Sandman's website
April M Blanton

April M Blanton

Associate Financial Advisor

Visit April M Blanton's website

Team

Dustin LeRay

Dustin LeRay

Paraplanner

Qualifications

  • APMA®
  • Series 7
  • Series 66
  • LA Life and Health Insurance
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Sarah Lovell

Sarah Lovell

Client Service Specialist

Qualifications

  • LA Life and Health Insurance
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Samantha Lemoine

Office Manager