Our Team



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. 

 

Kevin Crumly, CFP®, CPA, AIF®

Wealth Advisor / CEO / CIO

217-321-3210

217-303-5422

kevin.crumly@troxellfinancial.com

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...

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Scott Norris, CFP®, AIF®

Wealth Advisor, VP

217-321-3210

217-303-5422

scott.norris@troxellfinancial.com

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®...

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Ryan Davlin, CFP®, AIF®, PPC™

Wealth Advisor

217-321-3210

217-303-5422

ryan.davlin@troxellfinancial.com

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,...

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Doug Cantrall, CFP®

Wealth Advisor

217-321-3210

217-303-5422

doug.cantrall@troxellfinancial.com

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...

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Erin Crumly, CFP®

Wealth Advisor

217-321-3210

217-303-5422

erin.crumly@troxellfinancial.com

Erin joined Troxell Financial in 2013. Her attention to detail, effective communication skills and dedication to client service makes her invaluable to the team. In her current position, she strives to strengthen & maintain meaningful...
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Bridget Johnson

Director of Compliance and Operations

217-321-3210

217-303-5422

bridget.johnson@troxellfinancial.com

Bridget joined Troxell Financial in 2023 after spending a decade in trust compliance and administration, as well as a decade as an estate planning attorney. Her keen eye for detail and commitment to excellence align perfectly with our...
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Tricia Lynch

Client Relationship Specialist

217-321-3210

217-303-5422

tricia.lynch@troxellfinancial.com

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...

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David Crumly

Client Service Associate / Research Analyst

217-321-3210

217-303-5422

david.crumly@troxellfinancial.com

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...

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Andrew Bolt

Associate Wealth Advisor

217-321-3210

217-303-5422

andrew.bolt@troxellfinancial.com

Andrew joined the Troxell Financial team in 2023 after graduating from Illinois State University with his Bachelor of Science degree in finance. As an Associate Wealth Advisor, Andrew supports our advisory team by assisting in client...
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