Troy Miller, CFP®, ChFC, CLU


Troy studied at the College of Denver to become a CERTIFIED FINANCIAL PLANNER™ practitioner in 1992. He also obtained a Chartered Financial Consultant and Chartered Life Underwriter designation through The American College in 2002/2016 respectively. Troy, a 31 year veteran of the financial services industry, credits the success of his financial planning practice to be a result of the trust that his clients have placed in him, his advice and his staff - a trust that has been earned through consistent integrity and an upfront style of communication he calls an "Upfront Contract".

In addition to his clients, the national media also seeks Troy's input on a regular basis. He has been quoted numerous times in the Wall Street Journal, Forbes Magazine, Financial Planning, Research Magazine and The Green Tree Gazette. As well as the cover of "On Wall Street" the magazine. 

Troy's dedication to his clients is followed closely by his dedication to community. He was recognized as Volunteer of the Year by the Rescue School District, twice received the Paul Harris Award for his involvement in Rotary, and is a 2006 graduate of the Sacramento FBI Citizen Academy.

Locally, Troy is immensely involved with integrating college and retirement planning using financial products and services  With two children, he knows college planning on a personal level. Troy is an active member and co-chair of Greater Bozeman Ducks Unlimited and Trinity Church. Troy is also an advisory committee member of Whitetail Ranch Center. He even lends his talents and makes his voice available to various charities as a professional Auctioneer and Emcee.