Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Wealth Management Advisor
Troy joined Merrill Lynch Wealth Management in 2014 after twelve years working in a broad range of corporate finance positions. He received an M.B.A. from Washington State University, as well as degrees in Finance and Human Resources Management from the University of Idaho. Troy is also a Certified Public Accountant (CPA). He does not provide tax advice in his current role at Merrill.
Outside of the office, Troy loves spending time outdoors with his wife, three young children, and their black lab. He stays active coaching youth sports, participating in triathlons – racing in his first full Ironman in 2015 – and enjoying all the recreational activities that come with living in beautiful Coeur d’Alene, Idaho. Troy also serves on the Board of Trustees for the Vanessa Behan Crisis Nursery in Spokane, Washington.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Idaho
Washington State University
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2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.