Our team at Advisor Financing has over 40 years of experience in the financial industry. Originally founded by independent financial advisors, Advisor Financing is your partner in RIA lending and advisor loans and will work with you in securing conventional or SBA financing for business acquisitions, full or partial partner buy-outs, or debt refinancing capital. We work exclusively with independent financial advisors and registered investment advisors. Because we partner exclusively with independent advisors and RIAs, we understand just how valuable your time is and will work with you directly to understand your situation and provide you with the highest level of service. Since our founding in 2017 we have proven year over year to offer the best rates and terms in the industry to independent advisors and registered investment advisors. Learn more about our team below.
Our founding and managing partner, Troy, brings a wealth of expertise and knowledge in the financial services industry to Advisor Financing LLC. Troy is a graduate of the University of Minnesota, where he received a Bachelors of Science in economics.
After graduation, Troy launched his career in the financial services industry working at investment banking and investment management firms. He continued his pursuit of higher education and professionalism earning industry certifications such as the CERTIFIED FINANCIAL PLANNERTM designation.
Troy is also the Managing Partner of StrongTower Wealth Management, a Minneapolis-based Registered Investment Advisory Firm.
Greg has worked in financial services for over 25 years, 20 as a wholesaler, helping high-impact financial advisors and registered investment advisors increase their visibility, productivity, and profitability. He received his Bachelor of Science in Business from the Carlson School of Management at the University of Minnesota. Greg believes that giving back to the industry is important. Greg has demonstrated this through his service in the Minnesota Chapter of the Financial Planning Association and his attendance at local NAIFA meetings.
Greg enjoys meeting with new advisors and guiding them toward unique custom lending scenarios every day. Greg and his wife Michele have been married for over 30 years. They reside in Blaine, MN, and have two adult daughters, most recently welcoming the next generation, a new granddaughter, to the family in summer 2022.
Greg enjoys golf and other outdoor activities and has played in the Main Event of the World Series of Poker.
Jack became a member of the firm in 2022 after earning his Accounting and Business Management degrees from the University of St. Thomas. During his time at the university, Jack was a four-year letter recipient on the men's Division One Varsity Golf Team. Within Advisor Financing, his responsibilities encompass national sales, handling RIA loans, advisor loans, and shaping business strategy. Jack stands out in delivering exceptional customer service and ensuring a seamless customer experience from start to finish.
He enjoys collaborating closely with advisors to identify lending solutions that align perfectly with their needs. In addition to his professional background, Jack brings entrepreneurial expertise in property management, as he owns and oversees a university rental property. During his free time, he indulges in golfing and cherishes moments spent with his family.
We have cultivated a strong network of local and national lending partners. As advocates for the independent financial advisor and registered investment advisors we work with, we are able to gain in depth understanding of your situation and negotiate with our lending partners to provide the best rates and terms within the industry for RIA loans and independent advisor loans.
Whether you are conducting a financial advisor acquisition, a full or partial partner buy-out, or refinancing debt, we are able to work with our RIA lending partners to provide customized SBA and conventional financing solutions to fit your needs. Each lending solution is customized based upon characteristics of your practice and your personal goals in conducting the transaction. Through working with thousands of advisors, our banking partners are the strongest in the industry and provide the best terms for financial advisor loans.