Troy J. Mertens
Chief Operating Officer, Chief Compliance Officer, Principal
Troy serves as Chief Operating Officer and Chief Compliance Officer at Orgel Wealth Management. He manages the Firm’s compliance program, custodian relationships, client service team, and technology systems. Prior to joining Orgel Wealth Management, Troy spent 13 years in a leadership position at a large financial advisory firm, followed by two years at Junxure, a global leader in client relationship management solutions for the wealth management industry.
Having over two decades of demonstrated experience in operational and strategic planning, Troy shares his knowledge and experience through one-on-one mentoring, study groups and speaking at various industry conferences.