Troy works with those preparing for retirement, those in retirement, and multi-generational families, helping clients navigate retirement planning, investment management, and estate planning coordination.

He takes a relationship-driven and personalized approach to planning, with work that is rooted in proactive planning and meaningful client relationships.

Troy earned a B.S. in Marketing from Kansas State University. His background in investment management and retirement planning supports a thoughtful and comprehensive approach to helping clients navigate life’s financial transitions.

Outside of work, Troy enjoys spending time with his wife, children, and grandchildren, and actively supports organizations including Young Life, The Covering House, The Pujols Family Foundation, and Compassion International.

Serving clients across Southwest Florida, including Fort Myers, Bonita Springs, Naples, Arcadia, and the surrounding areas.