Mike Troxell in

Mike Troxell

Supporter · DISC type s
Principal and Founder at Modern Financial Planning
📍 San Francisco Bay Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
15 Years
Current Role
Principal and Founder
Job Level
Leadership
Location
San Francisco Bay Area, United States
Personality Overview

How Mike shows up

Procedural
Calm
Risk-averse

They are unlikely to become strong champions as they don't prefer pushing other people. They usually go by the book, following all rules and procedures. Their motivation stems from the impact that their decisions can have on the organization.


Priorities

Topics Mike cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2018
Principal and Founder
Modern Financial Planning
10-2015 - 3-2018
Senior Wealth & Tax Associate
Wetherby Asset Management
3-2013 - 9-2015
Certified Public Accountant
Bregante + Company LLP
8-2012 - 8-2014
Program Director & Men's Head Coach - Lightweight Rowing
UC Berkeley
1-2011 - 3-2013
Program Manager
Rexel Holdings USA, Corp. - Gexpro Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Science
Northeastern University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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