Troy Allen, Principal/Partner in

Troy Allen, Principal/Partner

Evaluator · DISC type DSC
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.

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Experience
18 Years
Current Role
Partner
Job Level
Leadership
Location
Greater Savannah Area, United States
Personality Overview

How Troy shows up

Hard To Convince
Fast But Analytical
Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

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.
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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)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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