Meet Your Team
About
Troy Tomczak, CFP®, CIMA® is a Business Development Manager for Capital Investment Advisors (CIA). He works directly with our advisors and their clients to identify investment strategies that fit their needs and lifestyle. In addition, Troy leads the educational programs at CIA ensuring our clients and our wider communities have access to accurate, up-to-date, unbiased financial education. Troy graduated from Ferris State University with a Bachelor of Science in Business. Prior to joining CIA, he spent time at Invesco working as a Regional Advisor Consultant. He was born and raised in Fenton, Michigan and currently resides in Marietta with his wife Sammi, and their daughter, Ava. In his free time, he likes to play golf, attend country concerts, and cookout on the grill. He is also an avid sports fan and enjoys rooting for the Michigan Wolverines and all the Detroit sports teams.
Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.
Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
