Troy Yenser,
CFP®, RICP®, MBA
Vice President, Investments
Troy, a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional, knows that even with the best intentions, people may feel like their financial future is uncertain. For clients eyeing retirement, saving for a child’s education, or looking to preserve family wealth, he can provide knowledgeable guidance in the pursuit of your goals.
Troy’s greatest inspiration is his mother, who became a widow when Troy was 11 years old. He witnessed her struggles as a single parent to two young sons and two adult children, and noted how she was challenged by the need for timely financial guidance. Despite the issues she faced, his mother was able to send her two youngest sons to college and into the world with a profound respect for the importance of planning, preparation and determination.
Troy has dedicated himself to honoring her memory by empowering his clients with financial guidance grounded in empathy. For Troy, his greatest fulfillment as an advisor comes when clients invite him into their lives as a trusted guide for major transitions in life.
His decade of experience as an advisor has solidified his belief that wealth management is a fluid process that demands ongoing discussion and adjustment. As a client’s life circumstances evolve, so must an integrated wealth management strategy.
Outside of the office, Troy actively serves the Richmond area, participating on the board of directors for a number of nonprofit organizations. He is also well-known in the local golf and tennis communities. For the past 15 years, Troy has lived with his wife, Renee, and their daughter, Lauren, in Mechanicsville, Virginia.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
