Troy Persyn
Founding Principal
Growing up in a big family taught me two things early on: pay attention, and don’t take stability for granted. My parents budgeted carefully, my grandparents and great grandparents worked the land or their trades, and my great grandmother told me stories of surviving war-torn Belgium over simple lunches after I mowed her lawn for a fifty cent piece. Those moments shaped my understanding that money is more than numbers — it’s freedom, stability, and peace of mind.
I worked through high school, saved for my first car, saved again to travel Europe, then again to study abroad in Mexico. I learned that when you manage money well, life opens up. My first career was in the diesel industry, working with Detroit Diesel–Mexico. I loved the engines, the machinery, the pace — but I also saw my growth path was capped. I had always been fascinated by how money worked, and the only way to learn it deeply was to step directly into the financial world.
So I made the pivot.
And the real education began.
In the early years, you study nonstop, you hustle to survive, and you do your best to help people with the tools you have. But over time, something changed for me: the work became less about “financial products” and more about the people sitting across from me. And that’s what has guided my career ever since.
I’ve walked with families through life’s most defining moments — moments that no textbook or certification can truly prepare you for.
I once met a couple on a church retreat, both engineers, young kids at home. They became longtime clients and close friends. We built a full plan together, including pension strategies and layered life insurance to protect the husband if anything happened to his wife. No one expected she’d be gone only a few years later.
I sat with her grieving husband and their adult children, reminding them of the work we’d done and restructuring the proceeds to give him increasing, guaranteed income for the rest of his life.
That’s when I realized: real planning isn’t theoretical. It’s personal. And it matters.
I’ve also helped clients from different backgrounds and cultures. A Spanish speaking mother I once insured loved that I could talk with her in her own language. Health challenges made coverage difficult, but we found a policy that would protect her family no matter what. Years later, when long-term care was needed, that plan carried her family through. And over the decades, my work has expanded beyond families to guiding business owners and high net worth clients — including trucking magnates worth more than $20 million — through complex strategies involving wealth transfer, risk management, income planning, and legacy structures.
Here’s what I’ve learned across all those experiences:
Real financial guidance requires more than credentials. It requires presence. Listening. Consistency. And the ability to meet people exactly where they are — whether they’re a young family, a retired couple, or a business owner with generational wealth at stake.
I’m relationship focused.
Holistic.
And grounded in real world experience — not just theories or charts.
Do I collaborate with CFP® professionals? Absolutely. I have a network of experts I bring in anytime a situation could benefit from specialized technical analysis. But I don’t rely solely on one planning framework or one set of initials behind a name.
My clients get something different: a steady guide with decades of lived experience, who knows how real families and real businesses actually function — and who shows up the same way every time.
My mission is simple:
To give you and your family clarity, confidence, and the freedom to live life without financial fear.
Because money should support your life — not complicate it.
