Wealth Management | Financial Planning
Only What’s Best for Clients
Treating Client’s Assets as if it’s our Own
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FREE PORTFOLIO ANALYSIS REVIEW
We know that every client’s situation is different.
While each journey will be unique, how the journey begins remains the same. At Tryon Investments we are dedicated to working with you to help achieve your goals. A Tryon Investment Specialist will review your current portfolio and discuss your long-term goals. We will answer your questions and provide recommendations without any fees or obligation.
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FINANCIAL SERVICES
Develop A Financial Plan For Your Future
To develop a financial plan for your future, it’s important for your financial professional to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan.
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OUR SERVICES
WEALTH MANAGEMENT
With an understanding of your individual needs and goals, we will implement a personalized wealth management plan, then monitor and adjust it as necessary to help you achieve those goals. Let us help you determine a clear direction.
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FINANCIAL PLANNING
Tryon Investments financial planning process is designed to help you make the most of your money. Our services benefit nearly anyone, whatever your age or circumstances. We can help you map your journey and provide guidance.
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MEET THE TEAM
Get to know us a little better!
Chief Executive Officer, Founder
mwtryon@tryonfinancial.com
Michael is a former CEO and President of six business turnarounds (privately-held, wholly-owned divisions of foreign / domestic holding companies, publicly-traded on the NYSE and NASDAQ). They ranged in size from $300m to $2.2b.
Former owner of Tryon Capital, LLC (private equity firm) and is a former Board of Directors member for the Veridian Credit Union. He was a speaker and roundtable participant with Chief Executive Publication in New York, NY. Michael is a sought after motivational speaker on leadership and a published author, 1993 (“Follow Me … Beyond the Top”). He’s conducted over 250 presentations to small businesses, Fortune 500 firms and numerous Board of Directors, on effective leadership and the essentials of failing business “turnarounds”. He launched another publication (“Looking for an Angel”) in September 2014.
He graduated from Iowa State University in 1978 (serving as captain and quarterback of the Cyclone football team) with a Bachelor’s Degree in Business and Education.
Michael is securities licensed and a fiduciary with a Series 65 license; plus Series 7, 63 and 62 license.
Chief Operations Officer, Director of Client & Advisor Services, Founder
ctryon@tryonfinancial.com
Cindy is the Operations Manager and coordinates all public and private speaking engagements. Cindy oversees our emphatic mantra of servicing our clients & advisors. She leads in the daily office activities such as processing new business, account transfers, scheduling of client appointments, billing and all other client and advisor service items. She is responsible for making sure the enterprise runs smoothly and keeps our clients and advisors comfortable, informed and pampered. She proactively communicates with our advisors to make certain they are informed throughout all client-driven processes. Cindy is a graduate of Iowa State University where she was a member of the Delta Delta Delta sorority and earned a Bachelor’s Degree in Interior Design. She previously founded Interior Innovations in Austin, TX and Ambiance Home Décor in Iowa, Nebraska and Pennsylvania. She also had a highly promoted business career with Jacobson Stores and Parts Company of America.
Investment Advisor Representative
Andrew@tryonfinancial.com
Andrew joined Tryon Investments, LLC as an independent Investment Advisor Representative in January 2016. Andrew is a recent graduate from the University of Iowa with a BA in Economics & a certificate in Entrepreneurial Management. After passing the Series 65, and becoming an Investment Advisor Representative with a fiduciary responsibility, Andrew is heading the trading desk and assists in the research function of the firm. In addition, Andrew puts together retirement analysis, social security projections, and portfolio analysis. He shares in our strict philosophies to provide the financial freedom to clients. In his free time, Andrew enjoys working out and spending time outdoors with family and friends. He is an avid Chicago Cubs and Iowa Hawkeye fan. Andrew holds the Series 7 and 63 licenses.
Executive Vice President
Michael@tryonfinancial.com
Michael is rejoining Tryon Investments, LLC as an independent Investment Advisor Representative (sitting for the Series 65 exam). Michael is a graduate from Western Illinois University, BS in marketing and finance. Michael was formerly with Tryon Financial Group as Managing Director of the insurance division. He holds an Insurance license for Life, Accident & Health and Auto.
Michael was Client Relationship Manager with Businessolver and a Supervisor, Client Services Analyst with Mercer for 6 years. Michael was highly promoted, a proven leader and exceeded all expectations in each of his roles.
Michael will be leading Tryon Investments, LLC’s marketing, television programs, communications, performance reporting; and analytics / research / client interactions, as a fiduciary (upon passing his Series 65). Michael is married to Courtney and has three children (Audrey 7, Carter 3 and Magnolia 1). He enjoys golfing, working out and spending time outdoors with family and friends.
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