Our Team
Troy C. Moyer, CPA, CFP®, PFS
Founder, Senior Wealth Advisor
Troy has over 25 years of experience in Wealth Management, utilizing his knowledge of investment, tax, estate, and risk management planning to help high net-worth business owners and corporate executives achieve their goals. Troy brings a unique skillset to the services provided as a Certified Public Accountant (CPA), a Certified Financial Planner™ (CFP®), and a Personal Financial Specialist (PFS).
Prior to founding Moyer Wealth Management, Troy spent nearly two decades serving as a trusted wealth advisor to high net-worth business owners and corporate executives while at the same time serving as Executive Vice President in charge of creating and overseeing the advanced planning process for 2 privately owned Registered Investment Advisory firms, contributing to the firms being successfully acquired. Prior to that, Troy trained and refined his skills for five years at PricewaterhouseCoopers, LLP in the Philadelphia Financial Services Assurance and Business Advisory Practice.
Troy graduated with High Distinction from The Pennsylvania State University with a Bachelor of Science in Accounting. In addition to the CPA, CFP®, and PFS, he also holds licenses for State Life and Health Insurance in Pennsylvania and New Jersey, and is a member of American Institute of Certified Public Accountants (AICPA), Financial Planning Association (FPA), and Pennsylvania Institute of Certified Public Accountants (PICPA). In addition, Troy serves on the Board of Directors as a Past President for Montgomery United Soccer Club.
Troy resides with his family in Lansdale, Pennsylvania, and enjoys coaching his kids soccer teams, fishing, and trains mixed martial arts during his free time.
Thomas Caffrey, CPFA®
Wealth Advisor
Tom has over 16 years' experience working with individuals, families, and business owners. He strives to bring his clients to the optimal level of financial balance and give them confidence in their financial future. After sitting through his first Finance class, it was crystal clear to Tom that Finance, and financial planning was something that people really needed to be educated on. It became a mission to help people ease their financial stress and become more aware and at ease with their financial situations. As a Certified Plan Fiduciary Advisor, he has also helped many business owners implement or improve existing company retirement plans.
Tom graduated from The Pennsylvania State University, with a Bachelor of Science degree in Finance. He is a veteran of the United States Navy, having joined during Operation Desert Storm. He was attached to Patrol Squadron 24 and served in Jacksonville, FL; Keflavick, Iceland; and Sigonella, Italy.
Tom resides in Perkiomenville, PA with his wife Colleen and their three children. Tom and Colleen enjoy spending much of their free time with their children at sporting and dance events or anywhere near the beach. When he’s not hard at work, he can often be found in the ocean on his surfboard riding the waves.
Jasmin McCarroll
Director of Client Service
Jasmin graduated from The Pennsylvania State University and received a Bachelor’s degree in Journalism with a minor in Spanish. She has spent her career focusing on a client-first approach and works diligently to ensure her clients receive the absolute best experience.
Prior to Moyer Wealth Management, Jasmin spent several years with another Registered Investment Advisor. She has been licensed with the state of Pennsylvania as a Life Insurance producer since 2016.
Jasmin lives with her son in Horsham, Pennsylvania. In her spare time, Jasmin is an avid cyclist and competitive axe-thrower.
Kerryann Sanocki
Director of Operations
Kerryann graduated with High Distinction from The Pennsylvania State University with a Bachelor of Science in Administration of Justice and a minor in Accounting. Kerryann resides with her husband and children in Lansdale, Pennsylvania, and enjoys fishing and gardening.