Team

Our team consists of experienced professionals that are dedicated to helping our clients improve their long-term financial success.  Our team truly cares about making your dreams a reality.  We have the wealth management experience to guide you whether you are building your foundation for life, protecting your greatest assets, enjoying all that life offers, or sharing your blessings with others.

 

Kevin is the president and chief investment officer and is responsible for implementing the firm’s investment policy and strategic initiatives. With more than 20 years of investment and financial planning experience, Kevin is...

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Scott has been in the financial services industry since 2001 with most of his career focusing in the 401(k) and company retirement space. He currently leads the retirement plan business as well as develops and implements strategies for...

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Courtney J. Babiak, MPA, RFC®

Chief Operating Officer/Advisor

217-321-3210

217-303-5422

Courtney has been in the financial industry since 2012 and joined the Troxell Financial team in 2016 and maintains the ongoing operations and project management within the firm as well as serving her individual clients. She is devoted...

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Ryan has been providing comprehensive financial planning in the financial industry since 2007. Ryan assists plan sponsors and their employees by providing investment education services, investment monitoring, and assisting in plan...

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Doug Cantrall

Wealth Advisor

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217-303-5422

Doug is the newest member of the Troxell Financial team joining in 2018. He assists in cultivating new client relationships and supporting current client relationships of the Firm. In my spare time, I enjoy: Spending time with my...

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Erin Crumly

Operations Manager

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217-303-5422

Erin joined Troxell Financial in 2013. She believes in providing excellent client service and understands the importance of meeting each client’s individual needs. Erin strives to help Troxell Financial “raise the...

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Tricia Lynch

Client Relationship Manager

217-321-3210

217-303-5422

Tricia has been a part of Troxell Financial since 2007 and has over 20 years of client relationship experience. She believes that building strong client relationships is the key to building a successful business. Tricia coordinates all...

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David Crumly

Technical Analyst

217-321-3210

217-303-5422

David joined Troxell Financial in 2018. He is responsible for assisting the Firm in operating any new and existing technology efficiently. He will also be responsible for new account opening, ongoing account maintenance, trading, and...

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