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J'neanne T
Series 63, Series 65
Sunbury, OH
Theus Wealth Advisors
J'neanne Theus is a financial advisor at Theus Wealth Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with the firm, formerly Marathon Financial Group, since 2014. In addition to her advisory role, she is a Chartered Federal Employee Benefits Consultant, specializing in designing benefit packages for federal and military employees. Theus Wealth Advisors is a small supported firm serving individual and high-net-worth clients through personalized financial planning and consulting. The firm acts as a co-advisor to third-party asset managers, focusing on mutual funds and ETFs, and emphasizes client-specific planning, periodic reviews, and coordination with custodians.
Laura W
Series 65
Columbia, MD
Theus Wealth Advisors
Laura Walsh is a financial advisor at Theus Wealth Advisors in Columbia, MD, holding a Series 65 designation with 10 years of industry experience. She has worked at Marathon Financial Group, LLC since 2014 and has been involved with Walsh & Company, P.A. since 1997. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers and employs fundamental, technical, and cyclical methods in constructing client strategies.
Donald B
Series 65
Sunbury, OH
Theus Wealth Advisors
Donald Bussell is a financial advisor at Theus Wealth Advisors with five years of industry experience. He holds a Series 65 designation and has a background serving in the United States Marine Corps Reserve since 2019. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers, utilizing fundamental, technical, and cyclical methods to develop client strategies.
James F
PFS™, Series 63, Series 66
Sunbury, OH
Theus Wealth Advisors
James Fisher is a financial advisor at Theus Wealth Advisors with 12 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Fisher has been with Theus Wealth Advisors since 2015 and concurrently owns and operates The CPA Advantage, a certified public accounting firm. Theus Wealth Advisors provides personalized financial planning and consulting to both non-high-net-worth and high-net-worth individuals. The firm assists clients in selecting and monitoring third-party asset managers, relying on their model portfolios and trade execution rather than managing portfolios in-house.
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