The business owners we serve know all about hard work and commitment. They’ve overcome challenges and achieved milestones along the way. It’s only natural they’d want someone with that same understanding when it comes to getting the financial advice and solutions they need.

That’s where Troy can help. He not only relies on his extensive investment management background, but also his own family history of business ownership. As a business owner himself, Troy knows what makes those fellow clients tick, and how best to serve them.

Working with you as a partner in your success, we’ll take the time to understand your goals and help you address a wide variety of needs, from asset preservation to succession planning and even the sale of your business – so you can enjoy the rewards that come from your dedication.