About Us

Troy Forman, MBA
Co-founder, FIS
Financial Advisor, RJFS

Troy Forman, one of the firm’s co-founders, is dedicated to establishing client relationships rooted in trust and committed to helping his clients reach their retirement income planning and investment goals.

He serves on the St. Peter’s Lutheran Church Operations Board, and has also served on the Church Council, board of directors, and as congregational chairman and treasurer. He is a Past President of the Columbus Rotary Club. He also served two years on the United Way Allocations committee.

Originally from Macomb, Illinois, Troy lives in Columbus, with his wife, Cindy, and their son, Wade.
2635 Foxpointe Drive, Suite B | Columbus, IN 47203 | Phone: 812-378-0730 | Toll-Free: 877-378-0767 | Refer Us | Map & Directions

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