Skip to main content

Troy Rose, CWS®, ATFA

Vice President & Trust Officer

Fax: 219-791-9526
Location:
150 Lincolnway
Valparaiso, Indiana 46383

About Troy:

Troy received his Bachelors of Science degree from Ball State University.  He has nearly 20 years of experience in the Financial Services industry. In his professional career, he has served in various advisory and investment roles with other financial institutions. Troy has attained the professional designations of Certified Wealth Strategist (CWS®) and Accredited Trust and Financial Advisor (ATFA). With an extensive background in planning, he prides himself in helping clients achieve their financial goals.   

Troy specializes in financial and retirement planning as well as trust and estate planning and administration.  

He also enjoys giving back to his community.  Troy currently serves as Vice President of the Board of Directors at Tradewinds Services, is a member of the Valparaiso Rotary Club, and volunteers as a youth baseball coach for the Porter County Youth League (PCYL) baseball.

 

Disclosures

Investment and insurance products are:
• Not FDIC insured
• Not insured by any federal government agency
• Not a deposit or other obligation of, or guaranteed by, Centier Bank
• Subject to investment risks, including possible loss of the principal amount invested