Chief Behavioral Officer, Senior Retirement Plan Consultant
PHD. Retirement Consulting
Overland Park, KS
Troy is a Fee-Only Certified Plan Fiduciary Advisor (CPFA®), published author, and Behavioral Finance expert. Troy serves financial wellness programs and retirement plans (401k, 403b, ESOPs).
He is a member of the Retirement Advisor Council, Chairman of the Board for the Employee Benefits Institute, and a thirty-year veteran of keynote speaking at conferences around the world.
Troy holds a BA in Behavioral Psychology from the University of Alabama and graduate degrees from Anderson University (MD) and Rockhurst University (MBA in Finance). He’s the author of 'Repurposement (not Retirement)' (2019), '401(k) Architecture' (2021), '403(b) Architecture' (2025), and 'ESOP Architecture' (2026).
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Navigating Financial Health: Roadmaps for ESOP Leaders and ESOP Employees
Tuesday, April 15, 2025
10:15 AM – 11:15 AM MST