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Troy Zimmerman
Troy began his advising career after graduating from Taylor University in 2003. He holds the Series 7 and 66 securities registrations, held through LPL Financial, as well as his state life and health insurance license.
Troy has served on numerous boards and committees and is passionate about giving back to his community. He was a charter member of the Fox Valley Business Alliance, an organization that focused on connecting the local business community to charitable organizations. Troy also served on the board of directors for Fox Valley Christian Action and his local chapter of the American Red Cross for many years.
In 2016 Troy relocated to Charleston, South Carolina with his wife Cheryl and their four children.
Josh Westerfield
With a heart of a teacher Josh Westerfield believes his purpose is to help people live a life of financial independence by following and implementing strong financial principles. He became an independent advisor to put his clients interest and goals first. Josh believes every client can make better financial decisions when they have a better understanding of their options. He concentrates his business on retirement focused families, business owners, and individuals. As an independent advisor with LPL Financial Josh has a comprehensive range of investment management services and solutions to help his clients pursue their goals.
Josh Westerfield graduated from Taylor University in Upland, Indiana. Josh holds the Series 7 and 66 securities registrations, held through LPL Financial, as well as his state life and health insurance license.
Josh Westerfield resides in St. Charles, Illinois with his wife Jessica and their four children. During Josh’s free time he enjoys spending time with his family, watching his kids sporting events, playing softball and golf along with serving in his community and church.