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 Degree in Economics and Master of Business Administration Degree from Western Illinois University, Macomb, Illinois. He is a member and Past President of the Rotary Club. Troy is a platinum sponsor of the Indy Chamber, and a member of Rainmakers. He is a member of One Zone (Fishers/Carmel Chamber), as well as the Columbus Chamber. He has served on the St. Peter’s Lutheran Church Operations Board, as well as on the Church Council, Board of Directors and as Congregational Chairman and Treasurer. He has also served on the United Way Allocations Committee.
Originally from Macomb, Illinois, Troy lives in Columbus, Indiana with his wife, Cindy, and their son, Wade.