Troy Allen, Principal/Partner in

Troy Allen, Principal/Partner

Login to view DISC.
Partner at Sypress Financial
📍 Greater Savannah Area, United States

Troy Allen is a Principal and owner at Sypress Financial, where he specializes in large-scale life insurance planning for affluent families and business owners. With a career starting in 2007 and a Bachelor of Business Administration from Georgia Southern University, he provides expert financial strategies to his clients.

A lifelong resident of his community, Troy is deeply involved in local leadership. He is the President of the Rotary Club of Effingham County Sunrise and serves on the board of the Effingham County Chamber of Commerce. He and his wife, Jinci, are raising their three children locally.

Troy is concurrently the President of his local Rotary Club and a board member for the Chamber of Commerce, showcasing significant community commitment.

Read the full overview →
Experience
18 Years
Current Role
Partner
Job Level
Leadership
Location
Greater Savannah Area, United States
Personality Overview

How Troy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Troy cares about

Wealth Preservation
He specializes in large life insurance planning for wealthy families, focusing on securing their financial legacy and protecting assets for the future.
Community Leadership
Demonstrates a strong commitment to his local area by serving as President of the Rotary Club and as a board member for the Chamber of Commerce.
+5 more topics Login to view topics
Career

Work history

2-2023
Partner
Sypress Financial
3-2019
Principal, CFO Southern Oak Advisory
Southern Oak Advisory
3-2019
Owner
Lion Street
1-2008
Principal/Partner
Southern Oak Partners
10-2013 - 3-2019
Financial Services Professional
GFG STRATEGIC ADVISORS
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1998 - 2002
Bachelor of Business Administration (B.B.A.)
Georgia Southern University
Education details unavailable
Effingham County High school
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Troy. Free, 10 seconds.