535 Third Street
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.
CPA, CFP®, MBA – Managing Member
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...
Director of Retirement and Income Distribution Planning
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...
Wealth Plan Assistant and Team Leader
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...
LPL Financial Advisor
Printer-Friendly Nicholas J. Raught is a licensed LPL Financial Advisor with the Beaver office of Three Cord True Wealth Management Group. Having passed FINRA’s Series 7 and 66 examinations, registrations held through LPL...
Client Services Assistant
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...