Troy Oates

AAMS®
Financial Advisor, RJFS

Troy is a Founding Partner and the Senior Vice President at Forthright Financial Planning.  He brings to our clients valuable management, as well as practical and finance experience that he gained through his involvement with his family owned and operated businesses.   As a financial advisor, Troy brings a great appreciation for fiscal responsibility and a conservative approach.  Troy is an Accredited Asset Management Specialist® and holds Series 7 and 66 securities licenses.  Troy serves our clients at both our Sycamore, IL and St. Charles, IL locations. 

Troy was born and raised in Algonquin, Illinois and now currently resides in Genoa with his wife of 21 years and their twin boys.  Outside of the office, Troy enjoys volunteering through his church and being involved in fundraising events for the community.  He is also a volunteer coach for youth football.  Troy is a member of the Sycamore Chamber of Commerce, Genoa Area Chamber of Commerce, DeKalb Chamber of Commerce and the St. Charles Chamber of Commerce.  He is also an active member of the Rotary Club.  Troy spends much of his free time with his family enjoying outdoors; fishing, riding ATV's and snowmobiling.  Troy enjoys attending Chicago Bears football games and is also a Blackhawks fan.