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Kirby Mack2024-07-25T17:17:36+00:00July 25th, 2024|

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    1. INFORMATION WE COLLECT

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    Disclosure

    Advisory products and services offered by Investment Advisory Representatives through Rossby Financial, a Registered Investment Advisor. Private Client Services, Rossby Financial & Rossby Wealth are unaffiliated entities. Rossby Financial does not offer tax or legal advice. Always consult a professional regarding your specific situation. Our Advisors offer advisory products and services in the following states: AZ, CA, CO, DE, DC, FL, GA, ID, IL, LA, MD, MA, MI, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TX, VA, WA, WV

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    Trucess operates this website (the “website”) to provide information, related features, and services (the “Service”). The terms and conditions set forth herein (the “Terms of Use”) constitute a legally binding agreement between the Company and you regarding the terms on which the Company offers you access to the Service.

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    1. These Terms of Use May Change Without Prior Notice

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                        Savannah Gaspard

                        Assistant

                        Savannah is a dedicated assistant at Trucess, integral to our commitment to exceptional financial coordination and client support. With a meticulous eye for detail and a proactive approach, Savannah ensures that Trucess operates smoothly, allowing us to deliver a high level of service to our clients. Her drive to continuously improve workflows and achieve team goals reflects her alignment with our core values of integrity, reliability, and excellence. Bringing a strong administrative background and a genuine passion for helping others, Savannah is a valued asset to our team. Outside the office, she extends her enthusiasm for organization and positivity to all aspects of her life, embodying the principles that define Trucess.

                        Cristy Pedersen

                        Financial Planning Specialist

                        Cristy is a dedicated Financial Planning Specialist at Trucess, bringing precision and expertise to every client interaction. Skilled in gathering comprehensive client data and using advanced financial planning software, Cristy crafts customized, holistic financial plans tailored to each client’s unique goals. Working closely with founder Scott Blackley, she ensures that every recommendation is carefully aligned with Trucess’ commitment to clarity, integrity, and exceptional client service. Known for her attention to detail and commitment to client satisfaction, Cristy empowers clients to pursue their financial aspirations with confidence. Her role at Trucess perfectly aligns with her passion for organization and her dedication to helping others achieve peace of mind.

                        Kari McNatt

                        Office Manager

                        Kari serves as the office manager and founder’s assistant at Trucess, where she plays a vital role in overseeing our office operations and nurturing client relationships. Renowned for her attention to detail and organizational efficiency, Kari ensures that our daily activities run smoothly and that each client experiences the exceptional service Trucess is known for. Driven by a commitment to excellence, she focuses on streamlining processes and supporting the team’s objectives, embodying the Trucess values of reliability, integrity, and client dedication. With her extensive administrative background and passion for service, Kari is an indispensable part of the Trucess team. Beyond work, Kari brings her love for positivity and order into every facet of her life, making her a true reflection of our firm’s mission and values.

                        Scott Blackley

                        Founder

                        Scott Blackley stands at the forefront of Trucess, a leading-edge financial planning firm that defines excellence in the finance sector. As an Enrolled Agent, Scott brings a rare and powerful combination of tax expertise and financial acumen to the table, offering clients a level of insight and strategy that is unmatched.

                        Believing firmly that true financial success stems from aligning one’s financial strategies with their deepest values and aspirations, Scott is committed to transforming how individuals engage with their finances. This commitment goes beyond mere wealth accumulation; it’s about creating a life of meaning, purpose, and achievement through informed financial decisions. Scott and the team excel in delivering unparalleled service in four critical areas:

                        1. Planning: Developing bespoke financial blueprints that guide clients towards their envisioned future with precision and clarity.
                        2. Advice: Providing sage, customized counsel that reflects the unique circumstances, goals, and dreams of each client.
                        3. Organization: Ensuring a harmonious and streamlined financial structure that enhances efficiency and peace of mind.
                        4. Outcomes: Focusing on achieving tangible results that not only meet but exceed clients’ expectations, fostering long-term success and fulfillment.

                        Scott is dedicated to a select circle of affluent families, each sharing distinct characteristics yet bound by common financial aspirations and challenges. By orchestrating all facets of their financial lives, Scott ensures that every strategy and decision not only serves immediate needs but also crafts a lasting legacy and impact.

                        In an industry where excellence is often proclaimed but seldom achieved, Scott Blackley remains unwavering in the quest to set the benchmark for others. At Trucess, it’s not just about financial planning; it’s about embarking on a journey towards a more purposeful and rewarding life, guided by the best in the business.

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