The Team

Trussell and Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Kirk Trussell

Kirk Trussell

Private Wealth Advisor

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Designations

MBA, CFP®, ChFC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Education

Louisiana State University, BS, Electrical Engineering, Vanderbilt University, MBA, Finance, 1993

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Tim Sandman

Tim Sandman

Financial Advisor

Vanessa L Walker

Vanessa L Walker

Financial Advisor

Our Staff

April Blanton

April Blanton

Paraplanner

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Qualifications

  • Series 7
  • Series 66
  • LA Life and Health Insurance
Dustin LeRay

Dustin LeRay

Paraplanner

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Qualifications

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

Sarah Lovell

Client Service Specialist

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Qualifications

  • LA Life and Health Insurance