In today’s complex financial and legal landscapes, finding the right guide can be the difference between success and uncertainty.
At the heart of our practice are Milt Roegner and Aimee Troy, professionals who not only bring a wealth of knowledge and experience to the table but also a genuine commitment to your success.
Milt Roegner
With his diverse expertise in finance, real estate, and legal matters, has proven to be a cornerstone of growth and security. His leadership as Chair of a local hospital foundation board led to capital campaigns that successfully raised over $6,000,000, enhancing community health services significantly. Milt’s strategic foresight in investment planning has safeguarded institutions’ futures, reflecting his dedication to long-term prosperity. His successful career as an import-exporter and extensive experience as a real estate appraiser and expert witness showcase his proficiency and dedication to excellence.
Aimee Troy
Aimee Troy embodies patience, understanding, and strategic insight in trust and estate management. Aimee’s skillful navigation of intricate legal and financial terrains, coupled with her empathetic and professional approach, provided much-needed solace to clients like June. As a young mother grieving the loss of her husband, June found Aimee’s expertise in estate administration to be a reassuring guide, allowing her to channel her attention towards her family’s needs. As a Market Trust Director, Aimee managed a substantial portfolio, ensuring her clients received seamless experiences while collaborating with boards to adeptly navigate governance and regulatory challenges, all without compromising charitable missions.
For anyone navigating the challenges of finance, business, real estate, or legal matters, Milt and Aimee are not just experts; they are trusted partners committed to your success. Their accreditations and rich backgrounds are more than just titles; they are a testament to their ability to understand and address the problems you face, ensuring peace of mind and security for your future.