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Team
Retirement Calculator
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  • NetXInvestor
  • E-Money
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More
  • Home
  • Team
  • Retirement Calculator
  • Book a meeting
  • Log In
    • NetXInvestor
    • E-Money
    • Schwab
  • Home
  • Team
  • Retirement Calculator
  • Book a meeting
  • Log In
    • NetXInvestor
    • E-Money
    • Schwab

Our Team

Troy M. Herrera AAMS™, CRPC™

Troy M. Herrera AAMS™, CRPC™

Troy M. Herrera AAMS™, CRPC™

 A Houston native, now based in Austin, with a degree in finance, leverages his expertise as a trusted financial advisor. With a passion for helping clients across the nation achieve their goals, he navigates the complexities of wealth management with personalized strategies.

Steve Thompson CFP® CPA

Troy M. Herrera AAMS™, CRPC™

Troy M. Herrera AAMS™, CRPC™

An associate of Marathon Entrusted, Steve has 22 years of experience as a Financial Advisor. Steve maintains an accounting business as well as a wealth management firm in Vail CO where he resides. 

Marathon Entrusted

302 N Lake Hills Drive, Austin, TX, 78704

832-267-9061

Copyright © 2023 Marathon Entrusted  - All Rights Reserved.

 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Marathon Entrusted and Cambridge are not affiliated. 

Cambridge's Form CRS (Customer Relationship Summary)

 PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third party technologies, websites, information, and programs made available through this website. 

Check out the background of this investment professional on FINRA’s BrokerCheck

States Licensed: Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Kansas, Kentucky, Louisiana, Maryland, Missouri,  New Jersey, New Mexico, Oregon,  Pennsylvania, Tennessee, Texas, Virinia, Washington, Wyoming

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The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third party technologies, websites, information, and programs made available through this website

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