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Troy grew up in Jacksonville, where he attended Episcopal High School. He earned his Bachelor’s Degree in Business Administration from the University of Florida’s Warrington College of Business Administration. Troy also completed the Executive Program for Financial Advisors though the University of Georgia.

Troy previously worked with Merrill Lynch as a Retirement Specialist and, subsequently, with Fidelity Investments as an Investments Representative. It was this experience that led Troy to found his own company, with the goal of providing transparency in investment operations and meaningful customer service.

Troy believes that integrity and the wiliness to serve others are the two most important qualities in a person. He understands that every relationship, particularly when planning for something as important as one’s financial future, must be based on trust. He also believes in serving his community and is actively involved with many educational & charitable organizations through volunteering, fundraising, and serving on boards.

Troy lives in Jacksonville with his wife and two children.

“Somebody once said that in looking for people to hire, you look for three qualities: integrity, intelligence, and energy. And if you don’t have the first, the other two will kill you.”
– Warren Buffet

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