TRUFP

Patrick Paxton is a financial advisor at TRUFP with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Investment Planning Advisors and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as Treasurer for the Forsyth County Republican Party, handling bookkeeping and fundraising. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, offering tailored asset management, financial planning, and pension consulting. The firm’s investment approach is individualized based on client objectives, risk tolerance, and time horizon, employing a mix of asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Andrew Castleberry is a financial advisor at TRUFP with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Investment Planning Advisors, Cambridge Investment Research, E*Trade Securities, and Edward Jones. Prior to his financial services career, he spent nine years at The Honeybaked Ham Company LLC. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, providing tailored asset management, financial planning, and pension consulting. The firm’s investment approach is individualized and employs a mix of asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Kenneth Bellavance is a financial advisor at TRUFP with 11 years of industry experience. He holds a Series 66 designation and has worked at Investment Planning Advisors and Cambridge Investment Research, Inc. His current role at TRUFP involves working within a four-advisor team based in Cumming, GA. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, offering tailored asset management, financial planning, and pension consulting. The firm’s investment approach is individualized based on client objectives, risk tolerance, and time horizon, employing a mix of asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Austin Rowland is a Series 65 licensed advisor with TRUFP, based in Cumming, GA, and has two years of industry experience. Prior to his advisory role, he worked in the food service industry and held various positions including at DePalmas Downtown Italian Cafe and 19 Degrees N Seafood and Grille. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, offering tailored asset management, financial planning, and pension consulting. The firm employs an individualized investment process based on client objectives and risk tolerance, managing accounts through Schwab Institutional with regular reviews and financial plans.