Troy is a Senior Financial Advisor with over 32 years of experience currently serving the Appleton and Fox Valley markets. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Troy customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Troy worked as an Investment Advisor with Citizens Bank. He earned a Bachelor of Business Administration degree in finance from the University of Wisconsin-Oshkosh. Troy is a Chartered Financial Consultant® and a Life Underwriter Training Council Fellow. He holds securities licenses 6, 7, 63, 65, and 66, held through LPL Financial along with his life and health insurance licenses.
Troy lives in Combined Locks with his wife and enjoys vacationing at their property in Door County, WI. with family. Especially his 10 nieces, nephews, and his now almost 3 year old grandson. He enjoys watching Brewers baseball games, Green Bay Packer games along with country music concerts. Troy stays active with bike riding and walks with his wife.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management