Troy Allen

Principal, CFO

Troy Allen is the Managing Partner and CFO for Southern Oak Advisory. He specializes in large life insurance planning for wealthy families, business owners and individuals. Troy’s experience dates to 2007 where he started his career with New York Life. Along with being an owner in his current firm and a great producer, his previous recognitions include multiple years of qualifying for New York Life’s Executive council, life sales leader, annuity sales leader and a member of Pacific Life’s Advisory Council. Personally, Troy serves on the Effingham County Chamber of Commerce board and is the president of the Rotary Club of Effingham County Sunrise Club. Troy was born and raised in his community and is very active in it to this day. Troy and his wife Jinci have 3 children and are very active in the Springfield United Methodist Church.