Your happiness and satisfaction will always be at the forefront of everything we do. We’re here to ensure you experience the best when it comes to wealth management. To us, every detail of your experience matters. From advice and reporting to communication and education – we go above and beyond each step of the way to ensure you enjoy the process. As a client, you can count on:
Our founder, Troy Edwards, works closely with each client upfront to uncover their goals. He plays a key role in helping you create your vision for your future and then he implements strategies to help you realize it. Troy is very hands-on and involved in each step of the process. He likes to build deep relationships with each client.
Jeff Tytlandsvik is a huge asset when it comes to portfolio management and is excellent at explaining complex strategies and philosophies. His experience is invaluable, and he is relentless in his approach to diversification, risk assessment, asset allocation and research. Jeff is a bit more ‘behind the scenes’ because he focuses on building out your strategies, implementing and monitoring them.
Kelly Kozak is the ‘quarterback’ of the team. She keeps the team organized and helps us manage all the intricacies of our business. You can rely on her to address your questions - if she doesn’t have the answer, she will find it for you. Shelley manages a lot of administrative duties, actions request promptly and will keep you informed.
Lauren Herman heads up our retirement planning, business development client experience areas. You will get to know her very well because she is constantly engaged in each step of your journey. She works closely with you to build your Retirement Projection and ensures you are aware of all the benefits available to you as a client. She also spearheads our communications, development of educational resources and client events.
Each member of our team is focused on delivering you consistent, top-tier service in our respective areas, we look forward to each day working with you!
