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Troy Zimmerman, AAMS

Troy began his advising career after graduating from Taylor University in 2003.  He holds the Series 7 and 66 securities registrations, held through LPL Financial, as well as his state life and health insurance license. In 2005, he earned the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.

Troy has served on numerous boards and committees and is passionate about giving back to his community.  

In 2016 Troy relocated to Charleston, South Carolina with his wife Cheryl and their four children.  

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1462 Gunnison St
Mount Pleasant, SC 29466
(630) 845 1555

 
 

Josh Westerfield

 

Since 2004 Josh Westerfield has been helping individuals and business owners navigate the financial markets. Starting off his career in financial services at JP Morgan Chase, Josh developed a broad knowledge of all bank services for individuals and business owners while helping them plan for their current and future investment needs. 

In 2010 Josh Westerfield joined LPL Financial the nation’s largest independent broker dealer (As reported by Financial Planning magazine, June 1996-2012, based on total revenue).  Being an independent wealth advisor Josh Westerfield is able to provide his clients with objective, unbiased investment advice that addresses his client’s needs because LPL Financial does not offer any proprietary products. 

Josh Westerfield believes as a wealth manager his purpose is to help people build wealth and preserve wealth over time to live their lives to the fullest. He concentrates his business on individuals, families, and business owners who also share the same vision of building wealth to pursue their passions and live their lives. As an independent wealth advisor with LPL Financial Josh has a comprehensive range of wealth management services and solutions including: financial planning, investment management, proactive money managers, individual and business retirement plans, alternative investments, stocks, municipal bonds, corporate bonds, government bonds, long term care and life insurance.

Josh Westerfield obtained his Bachelor of Science degree in Business Management from Taylor University. Josh holds the Series 7, 66, and life and health insurance license in Illinois which are held with LPL Financial.

Josh Westerfield resides in St. Charles, Illinois with his wife Jessica and their four children, Hunter Avery, Savannah and Noah.  During Josh’s free time he enjoys spending time with his family, golfing and sporting events, serving in the community, and is an active member of Christ Community Church.

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Our Office —
250 W River Dr
St Charles, IL 60174
(630) 845 1555