Troy serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, risk management, and charitable planning. Troy’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Troy brings more than 20 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Troy was a Wealth Manager at an independent investment firm where he served high net worth individuals and families. Troy has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Troy earned a Bachelor of Science degree in Finance from Albright College and an MBA with a concentration in International Business from the University of Delaware. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and earned his Chartered Alternative Investment Analyst designation offered by the CAIA Association.
Troy and his wife Sara enjoy traveling, serving in their community and church, and spending time with their children – Ashley and Sam.
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