1 year ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
Vice President,
Financial Advisor
Troy joined CAPTRUST in 2017. He serves as a vice president and financial advisor, responsible for providing defined contribution, defined benefit, and nonqualified plan advisory services to corporate fiduciaries. Troy helps clients build successful retirement plans by leveraging the firm’s resources to provide independent advice on investments, plan design, participant financial wellness and advice, fiduciary process, and vendor management.
Troy holds the Certified Plan Fiduciary Advisor (CPFA®) credential from the National Association of Plan Advisors (NAPA) and the Qualified 401(k) Administrator (QKA™) designation from the American Society of Pension Professionals & Actuaries (ASPPA). He has also completed NAPA’s Nonqualified Plan Advisor (NQPA) certification program.
Prior to joining the firm, Troy was a client manager at Wolin & Associates, Inc. When he is not in the office or with a client, you can find Troy spending time with his wife and their three boys.
1 year ago
The National Association of Plan Advisors (NAPA) recently named 27...
2 years ago
The National Association of Plan Advisors (NAPA) has announced the...
2 years ago
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
2 years ago
This $1.9 trillion coronavirus relief package is designed to accelerate...