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.
As president and chief investment officer, Kevin is responsible for implementing the firm’s investment policy and strategic initiatives. He specializes in retirement planning...
Scott Norris has been in the financial services industry since 2001 and oversees the firm’s retirement plan department as well as develops and implements strategies for individuals and families.
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. She is devoted...
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 plan design...
Doug is the newest member of the Troxell Financial team joining in 2018. He has an extensive background in trust services, with a focus in estate planning and wealth management, making him a dynamic addition to the team.
Erin joined Troxell Financial in 2013. She assists clients and advisors in all aspects of account maintenance. Erin’s excellent client service and attention to detail...
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.
David joined Troxell Financial in 2018. David supports the operations of the firm assisting all new and existing client relationships in all aspects of account maintenance.