Troy Mantz

Troy is a dedicated advisor who helps our clients not only achieve their financial goals but also enjoy the ride while they plan for their financial future. Whether you have met with him before or not, he will have you leaving our office with a smile and a coordinated plan to tackle even the largest of obstacles.

Troy graduated from Minot State University with a Business Management degree in the mid-80s. Prior to joining our team in early 2015, Troy spent 28 years working as a sales representative in Minot. Troy holds his Securities Licenses (Series 63,65, and 7) along with his Insurance Producer Licenses. He is a vital part of our team and is always willing to lend a helping hand.

When Troy isn’t at work, he enjoys spending quality time with his wife, Sue, and his two boys, Garret and Clay. They often spend their weekends making memories, traveling or at the lake riding jet-skis until they run out of gas.

Troy has always said that he would never recommend anything for clients that he would not do himself. While building a Comprehensive Retirement plan, he treats our clients as if they were his own family. You will see what makes us different in that we don’t take a cookie-cutter approach to our Planning, and every client's plan is different and done so that is both understandable and attainable. Come on in and see what we have to offer.