Tom Troxell

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Member for 1 year
Professional Expertise
Member Description

Tom is an energetic and passionate leader who has dedicated his career to impacting the overall well-being of his high net worth clients. He believes deeply in positively transforming their lives and helping them lead the lives they desire.

Tom has over 25 years of experience in guiding successful entrepreneurs and wealthy families through the strategic and financial exits of their closely-held companies. He partners with his clients' other key advisors to create and implement comprehensive strategies that will maximize the value of their business and properly position them both personally and financially for life after ownership. Tom is passionate about helping his clients smoothly and successfully transition from "Owner to Investor" by combining the resources and perspective of a global company with his entrepreneurial spirit.