With both the professional experience to guide your financial decision and the personal attention to understand your goals, our team strives to help you make the best decisions as you accumulate, preserve, and transfer your wealth.
We specialize in advising successful executives, professionals, and business owners. Our clients receive a comprehensive planning approach with disciplined investment management. We work for our clients as we would for our own families and aim to build lasting, meaningful relationships based on trust, confidence, integrity, and exceptional client service.
Wealth Advisor / CEO / CIO
Kevin started the firm in 1994 to provide wealth management services to small business owners. With more than 30 years of investment and financial planning experience, he specializes in retirement planning, estate planning and...
Wealth Advisor, VP
Scott began his career in the financial services industry in 2001 and joined the Troxell Financial team in 2004. Since then, he has earned both the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary®...
Since 2007, Ryan has been catering to individuals and families helping them set and attain their financial goals as a wealth advisor. In addition to assisting individuals, Ryan provides consultation to individual business owners,...
Doug began his financial services career in 2010 upon graduating from Southern Illinois University at Carbondale where he earned a Bachelor of Science with a focus in Mathematics. He joined the Troxell Financial team in 2018 and is an...
Director of Compliance and Operations
Client Relationship Specialist
Tricia has been a part of Troxell Financial since 2007 and has over 20 years of client relationship experience. She is responsible for delivering extraordinary client service and executing successful client events. Her connection with...
Client Service Associate / Research Analyst
David joined Troxell Financial in 2018. He maintains the ongoing firm operations and works closely with the firm on all new and existing client relationships. David strives to provide professional client service and communication...
Associate Wealth Advisor