TROY FORMAN, MBA
Learning the importance of hard work and the value of putting clients first from his father, Troy is dedicated to establishing long-term client relationships rooted in trust. His clients benefit from his extensive experience in various types of financial, retirement and investment planning services. Troy leverages this expertise, along with his every day commitment to helping his clients reach their retirement income planning and investment goals.
Troy received both his Bachelor’s of Business in Economics and Master of Business Administration Degree from Western Illinois Univerisity, Macomb, Illinois. He is a member and Past President of Rotary Club. He is a member of the Columbus Chamber of Commerce, served on United Way Allocations Committee, and Board Member of Camp Lakeview. Troy has also served on St. Peter’s Lutheran Church Operations Board, Church Council, Board of Directors, and as Congregational Chairman and Treasurer.
Originally from Macomb, Illinois, Troy lives in Columbus, Indiana with his wife, Cindy, and their son, Wade.