Team

Three Cord True Wealth Management Group, LLC offers a coordinated effort of its team members in order to fully service our clientele. We truly provide a comprehensive approach to help businesses and individuals plan and track their financial goals. With today’s financial landscape becoming more and more complex, Three Cord True Wealth Management Group has specialists seasoned in all aspects of investment and insurance planning. In today’s environment, we believe our ongoing education, experience, and teamwork are essential to help our clients pursue their financial goals.

Scroll down to learn more about our team members.

Tod R. Arbutina

CPA, CFP®, MBA – Managing Member

724-683-3456

tarbutina@3CTrueWealth.com

Printer-Friendly Tod R. Arbutina is managing member of Three Cord True Wealth Management Group, LLC and a registered representative with LPL Financial. With Big Four experience, and as a CERTIFIED FINANCIAL PLANNER™, he has spent...

James E. Garr

Director of Retirement and Income Distribution Planning

724-683-3466

jgarr@3CTrueWealth.com

Printer-Friendly James E. Garr, MBA, ChFC®, CLU® is an LPL-registered representative with Three Cord True Wealth Management Group. He heads the firm’s Retirement and Income Distribution Planning Group. Mr. Garr serves 60...

Pamela M. Roesch

Wealth Plan Assistant and Team Leader

724-683-3457

proesch@3ctruewealth.com

Printer-Friendly Pamela M. Roesch is a wealth plan assistant and team leader with the Beaver office of Three Cord True Wealth Management Group. In her role, Pam frequently interacts with clients, helping demonstrate Wealth Plan...

Nicholas J. Raught, CFP®

Financial Advisor

724-683-3454

724-683-3451

nraught@3CTrueWealth.com

Printer-Friendly Nicholas J. Raught is a licensed Financial Advisor with the Beaver office of Three Cord True Wealth Management Group.

Lessa Tam

Client Services Assistant

(833) 217-9264

admin.arbutina@lpl.com

Lessa brings with her nearly two decades of client and account servicing experience within the industries of marketing design, engineering, and law firm offices. She has previously worked with other financial firms starting in 2015, in...