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

CFP®, MBA, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kirk Trussell's website
Tim Sandman

Tim Sandman

CRPC®, APMA®

Financial Advisor

Visit Tim Sandman's website
April Blanton

April Blanton

Associate Financial Advisor

Visit April Blanton's website
Dustin LeRay

Dustin LeRay

APMA®

Associate Financial Advisor

Visit Dustin LeRay's website
Donnie Raymond

Donnie Raymond

Associate Financial Advisor

Visit Donnie Raymond's website

Team

Sarah Lovell

Sarah Lovell

Client Service Specialist

Qualifications

  • LA Life and Health Insurance
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Rebecca Blouin

Rebecca Blouin

Client Service Associate