Empowering Financial Freedom
We are dedicated to protecting families and businesses with comprehensive insurance solutions that build lasting generational wealth.
Our Mission
At Trotter Financial Group, we believe every family deserves the opportunity to build lasting wealth, protect what matters most, and create a legacy that transcends generations.
Our mission is to empower individuals and families with the financial knowledge, strategies, and protection they need to achieve true financial freedom. We are committed to providing personalized guidance that honors your unique dreams, values, and circumstances—because your financial journey is as individual as you are.
With the same dedication and compassion that Dr. Trotter has brought to healthcare for decades, we approach financial planning as both a science and an art. We don't just sell policies or products; we build relationships founded on trust, education, and unwavering support.
We exist to transform lives by:
Your success is our purpose. Your peace of mind is our promise.
Securing Legacies. Building Futures. Transforming Lives.
Meet Our Leadership
Guided by experienced professionals dedicated to your financial success.
Connect on LinkedIn
Marcus Thompson
Senior Financial Advisor
With over 18 years in wealth management and insurance planning, Marcus specializes in helping high-net-worth individuals create comprehensive legacy strategies. His expertise in estate planning and tax optimization has protected over $250M in family wealth across multiple generations.
Connect on LinkedIn
Sofia Rodriguez
Director of Client Relations
Sofia brings 15 years of expertise in retirement planning and annuity strategies. Fluent in English and Spanish, she has helped over 800 families achieve financial security through customized IUL and retirement income solutions. Her client-first approach has earned multiple industry recognition awards.
Connect on LinkedIn
David Chen
Chief Investment Strategist
David leads our advanced wealth-building initiatives with 20+ years in financial services. A certified financial planner and former Wall Street analyst, he specializes in business succession planning and creating multi-generational wealth strategies for entrepreneurs and executives.
Ready to secure your future?
Schedule a consultation with one of our experts today and take the first step towards financial peace of mind.