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.
Samantha joined Advisor Financing LLC in 2021 after years of close proximity to the financial services industry. She is a graduate of the University of Minnesota with a Bachelor of Science in Business from the Carlson School of Management, and a Master of Business Administration in International Business and Marketing from Southern New Hampshire University. Her role within Advisor Financing includes COO and CFO activities, as well as national sales and marketing strategies. Her favorite part about this industry is that every scenario in which we provide RIA lending or advisor loans is unique, so there is something new every day.
Sam launched her career after receiving her MBA spending 5 years at one of the nation's largest health insurance firms, working closely with many insurance agents and financial services representatives.
In her free time, Sam enjoys spending time with her husband and twin four year old boys, playing hockey, and traveling.
Greg has worked in financial services for over 25 years, 20 of those 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 and has demonstrated this through his service in the Minnesota Chapter of the Financial Planning Association and attendance at local NAIFA meetings. Greg enjoys meeting with new advisors and guiding them towards 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, other outdoor activities and has played in the Main Event of World Series of Poker.
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.