For over a decade, Troy had been searching for a wealth management solution for his CPA firm clients. He wanted a researched-based client-focused solution integrating financial planning, asset management, tax planning, and estate planning in a cost efficient manner. His search led him to an integrative approach, allowing him to create locally the ideal wealth management solution. He founded Veritas Wealth Management, LLC and partnered with some of the nation’s premier wealth solution providers who share the same vision and always strive to protect the client’s best interests.
Before founding Veritas Wealth Management, LLC, Troy served as a partner with the CPA firm Hartle Knighton, LLC. He also worked for Grant Thornton, LLP, an international accounting firm, where he focused on income tax. His experience includes numerous aspects of accounting, tax, and financial consulting for individuals and closely held businesses.
Troy holds a Master of Business Administration and Bachelor of Arts degree in Accounting from Utah State University. He is a CERTIFIED FINANCIAL PLANNER ™ professional and licensed CPA in the State of Utah.
During his spare time, Troy can be found exploring the outdoors or traveling the world with his wife, Melissa, and two daughters.