Troy Farmer

Managing Director, Wealth Strategy at Forvis Mazars

Speaker

Troy is a director of wealth strategy, providing wealth transfer consulting and planning services to individuals and families. He focuses on helping Forvis Mazars clients build and preserve their family’s legacy through an integrated suite of services designed to address multigenerational objectives, philanthropic endeavors, and business succession planning. He has more than 25 years of experience providing forward-looking advice to help Forvis Mazars clients grow, preserve, and transfer assets in a tax-efficient manner while fulfilling their personal family and financial goals. He also chairs the Forvis Mazars Private Client subcommittee that focuses on Family Office services. He is a member of Indiana CPA Society, Indiana State Bar Association, and Indianapolis Bar Association. He also holds a designation as a Certified Private Wealth Advisor® (CPWA®) through the Investments & Wealth Institute. Community contributions include serving as a board member of the Indiana Repertory Theatre, for which he serves on the development committee. He is also past president of the board of the Damien Center, and other community contributions include past board memberships at the Kinsey Institute and the alumni board of Maurer School of Law at Indiana University. Troy is a magna cum laude graduate of Ball State University, Muncie, Indiana, with a B.S. degree in accounting. He is also a magna cum laude graduate of Maurer School of Law at Indiana University, Bloomington, with a J.D. degree, where he served as Executive Notes & Comments Editor of Indiana Law Journal.