About The US Wealth Advisors

The US Wealth Advisors is an independent financial planning firm and Registered Investment Advisory with offices in Maryland and Ohio. They offer complete strategies for financial planning, including Income, Taxes, Medicare, Social Security, Legacy Planning, and helping clients achieve the clarity and confidence they need to be comfortable.

The US Wealth Advisors Mission

Provide Security, Value & Peace-of-Mind.

The US Wealth Advisors are an independent financial planning firm and Registered Investment Advisory with offices in Maryland and Ohio. They offer complete strategies for financial planning. Including Income, Taxes, Medicare, Social Security, Legacy Planning, and giving their clients the Confidence, Clarity, and Control they deserve.

We are the sounding boards and guides for our clients, helping them construct and implement their retirement roadmaps. Every individual has unique financial priorities and goals. We want to know what and who is important to you and how your nest egg will fulfill its true purpose. Working together, we co-create the plan with those questions always in mind. Stability and predictability in retirement is the common concern. Unfortunately, markets, taxes, inflation and investor behavior can upend even the best of plans. We work to provide clarity and transparency, so you can be confident and comfortable – to retire and stay retired – without the fear of running out or becoming a burden on family.

Donnie Bussell, RICP®, RLP®
Investment Advisor Representative

Donnie is currently a Major in the US Marine Corps Reserve Officer corps. He is a graduate of the US Air Force Academy and served on active duty for 12 years, piloting the EA-6B Prowler. During this time, he discovered a passion for helping Marines understand finances that encompassed the military pay system, personal budgeting, Federal Benefits and the Thrift Savings Plan investment opportunity. He often witnessed less than honest firms giving incomplete and lackluster financial advice, especially among those who targeted the military. This prompted a real desire to become a financial advisor in order to help individuals better understand their options, become informed, confident investors and achieve real financial freedom.

Donnie joined Theus Wealth Advisors because he believes in the fiduciary standard of acting with integrity and transparency in the client’s best interest. He is Life and Health licensed and has his Series 65 Securities license.

He lives in the Columbus, OH area with his wife Margaret, young son William and new Benjamin.

Lisa Theus
Client Relationship Director

Lisa Theus’ first love was in the Classics, and after she earned her BA at Trinity University in Ancient Mediterranean Studies, she completed a PhD

at Rutgers University in Classics. After several years of teaching at the college level, which included advising students and serving on university committees, she wanted more stability than the academic life offered. As an interim experience, she honed her administrative skills running a parish office.

Seeing that her talents were quite under-utilized, J’Neanne snapped her up as the new Client Relationships Manager, as well as the processes and systems guru for TWA. She loves to write and research and is outstanding in client communications.

Lisa has Life & Health and Series 65 Securities licenses. She’s eager to help everyone at Theus Wealth Advisors with timely and friendly admin and operations assistance.

She currently lives in Le Center, Minnesota with her husband, Kristjan, a new baby boy, Eugene, and two cats – Fudge and Spock – where she enjoys spending time with friends and volunteering in the community.

Jim Fisher, CPA
Investment Advisor Representative

Jim is an Investment Advisor Representative with Marathon Financial Group, LLC DBA The US Wealth Advisors and is located in the Toledo, OH area. He has over 25 years of business experience and started The CP Advantage! LLC in 1997. His CPA firm offers clients the advantages of unlocking the tax code and creating wealth through smart tax strategies and a holistic approach to planning. He is also the only Certified Tax Coach in NW Ohio and the only Certified College Planner in the NW area.

Laura Walsh
Investment Advisor Representative

Laura is an Investment Advisor Rep with Marathon Financial Group (DBA The US Wealth Advisors) and works in the estate planning office of one of our Strategic Partners in Planning: Walsh & Company in Columbia, MD. She is the office manager and paralegal for the Walsh law firm and prepares taxes for numerous estates and estate planning clients within the firm.

Diverse Options and Prime Growth Potential.

This option gives you access to work with a financial advisor and access a much wider range of investment options, offering greater diversification opportunities and the potential for higher returns.
The US Wealth Advisors have partnered with HCM, a professional money manager, to provide you a very inexpensive but very valuable solution to help you change your investment future in your BAE retirement account. Let us show you how we can help you earn an extra 1-3% per year.