Troy Loeb, Financial Advisor

Focus Areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

About Troy

Thanks for taking a minute to learn about my branch team. We help our clients work toward their serious, long-term financial goals by first understanding their needs, then implementing tailored solutions.

We want to be an important part of our clients' lives. Helping clients have successful financial lives is a big job, and we love doing it! "How can we best serve our clients and community!" is how I end every staff meeting.

My educational background is unique in the industry: I received a B.S. in biology from Saint John's University in 1988, and an M.S.A. (Administration) from the Central Michigan...

Work History

  • Edward JonesJuly 2012 to Current

Education

  • Central Michigan UniversityMaster of Science
  • St Johns UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Traveling
  • Fishing
  • Golfing

Team Members

  • Liz Carlsen
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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