Troy Bystol
Senior Wealth Manager
Troy Bystol
Senior Wealth Manager
Email: troy.bystol@purposecwm.com
Troy Bystol is a Senior Wealth Manager and Managing Partner at Purpose Comprehensive Wealth Management. As a Senior Wealth Manager, Troy engages in a collaborative process with clients in efforts to help define and often inspire financial goals both pre-and post-retirement and then works to develop a plan to help ensure clients realize those goals. Troy heads a client’s team of professionals including a Wealth Advisor and Portfolio Manager to provide comprehensive and ongoing planning in areas such as retirement planning, tax planning, Social Security strategies and insurance analysis.
Troy has nearly twenty years of experience in the wealth management industry. Prior to his commitment to building a client-centric and fiduciary-based wealth management firm, joining PCWM as a Managing Partner, Troy worked as a Financial Advisor for several banking institutions in the Madison area.
Out of the office, you’ll find Troy and his wife, Kristy, along with the French Bulldog, Max, at the pool cheering on their four children, Payton, Morgan, Zoey and Parker in swimming competitions.
Aaron Olson
Senior Wealth Manager
Aaron Olson
Senior Wealth Manager
Email: aaron.olson@purposecwm.com
Aaron Olson is a Senior Wealth Manager and founding member of Purpose Comprehensive Wealth Management. As a Senior Wealth Manager, Aaron engages in a collaborative process with clients in efforts to help define and often inspire financial goals both pre-and post-retirement and then works to develop a plan to help ensure clients realize those goals. Aaron heads a client’s team of professionals including a Wealth Advisor and Portfolio Manager to provide comprehensive and ongoing planning in areas such as retirement planning, tax planning, Social Security strategies and insurance analysis.
Prior to founding Purpose Comprehensive Wealth Management, Aaron worked as a Financial Advisor for several institutions including USBancorp and Chase. Aaron graduated with a degree in Interpersonal Communications from the University of Wisconsin - Parkside.
Away from the office, you’ll find Aaron spending much of this time with his wife, Danielle, whom he considers his original founding partner and their five children, Harper, Niko, Cruz, Kaia and Cam.