Troy began his career on the wholesaling side of the industry, representing some of the nation’s largest annuity and life insurance companies. In that role, he partnered with financial advisors across the country, providing expertise in retirement income strategies, risk management, and wealth preservation. This unique experience gave him an in-depth understanding of the products, planning techniques, and challenges individuals face as they prepare for and transition into retirement.

Today, Troy brings that knowledge directly to his clients, helping them develop personalized strategies designed to maximize retirement income, reduce unnecessary taxes, protect their families, and pursue their long-term financial goals. He believes successful financial planning starts with understanding what matters most to each client and creating a roadmap that aligns their financial resources with their vision for the future.

A Colorado native, Troy appreciates everything the Centennial State has to offer—from its ever-changing seasons to its abundance of outdoor activities. When he’s not working with clients, you’ll often find him enjoying Colorado’s mountains, trails, and outdoor lifestyle.

Troy holds the Retirement Income Certified Professional® (RICP®) and Chartered Retirement Planning Counselor℠ (CRPC®) designations and remains committed to ongoing education to provide clients with thoughtful, informed guidance in an ever-changing financial landscape.