The pursuit of meaningful goals is something we all share. Whether you’re planning for retirement, to fund education for your children or grandchildren, buy a dream vacation home, address health care needs or leave a legacy for the next generation, your Tryon Financial Advisor can help you succeed. With an understanding of your individual needs and goals, we will implement a personalized wealth management plan, then monitor and adjust is as necessary to help you achieve those goals.
Things for Consideration:
- How much is enough? A realistic estimate of what it takes to live comfortably is a key element in your wealth management strategy. Tryon Investment Financial Advisors can help you define and quantify your needs, wants and wishes today and in the years to come.
- Saving for college? With education costs rising at a staggering rate, funding your child’s or grandchild’s education may be more challenging than ever. Our Advisors can help you create a savings and investment plan to help you meet your education funding goals.
- Ready for retirement? Whether you are saving for retirement or beginning to spend down the assets you’ve accumulated, you need a wealth management plan. Our Advisors will work with you to align your spending, saving and investment strategies.
- Investing? Tryon Investments, LLC’s investment committee is comprised of Capital Market Consultants, Chief Executive Officer (Mike Tryon, founder) and Investment Advisor Representative (Andrew Charipar). We provide comprehensive coverage of every major asset class and will tailor our wealth management recommendations to accurately fit your risk tolerance, uses, timeline and wealth management plan. Our Risk Management approach will take into consideration market volatility, inflation, property damage, and the commensurate research & analysis to mitigate. Our goals are to make sure you have sufficient portfolio diversification, insurance coverage, and liquidity for unforeseen emergencies.
Wealth Mapping Process (M.A.P.)
1. Gathering all your vitals (Mining)—client financials, personal relationships, goals / concerns, interests
2. Analyze for problems and prepare follow-up questions for wealth management (Analyze)
3. Solution Session with your team of Wealth Management professionals (Problem-Solving)
What expertise should be part of your wealth management team?
- Investments, Retirement & Financial Planning
- Tax Planning (CPA)
- Accounting
- Estate Planning (Attorney)
- Life, Health Insurance
- M&A (Mergers & Acquisitions), Key-Employee / Buy-Sell agents
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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Tryon Investments