Our Team

 

Troy Robertson
Investment Advisor Representative
Copley Financial Group, Inc.

Retirement Planning Specialist
Heritage Tax & Insurance Services, Inc.

NMLS #1606969
CDI #0H40504
CA Bar #190585

Troy is a retirement planning specialist who enjoys helping people plan for their present as well as their future. He graduated with honors from SDSU with a degree in Accounting. Working in the sports industry as a corporate controller, he spent several years planning finances in the corporate world. Troy graduated cum laude from Law School. As an attorney, he represented several athletes, doing everything from endorsement deals to contract negotiations.

Troy grew up in the Lakeside area and has lived in San Diego his whole life. He has been married to his beautiful wife Cindi for almost 30 years. They have three boys. The oldest, Brandon, and his wife Mandi are expecting their first child very soon. Michael, the second oldest, is a recent graduate of UCSD with an Economics degree and a business minor. The youngest, Justin, is an Aerospace Engineering major at the University of Notre Dame.

Troy is passionate about meeting new clients and helping them achieve their financial goals.


jessica-roth

Jessica Roth
Executive Assistant to Matthew Copley
Heritage Tax & Insurance, Inc./Copley Financial Group, Inc.

Jessica has lived in San Diego for the past 11 years, but is originally from Denver, CO. Although she loves snowboarding and spending time in the mountains, she will always consider the beach ‘home.’ She has worked for Heritage Tax & Insurance, Inc. for five years and has worn many hats. Starting out as a receptionist, she was quickly promoted to a loan processor. After one year of loan processing, she was promoted again to an executive assistant. She has maintained this position for a few years, growing and expanding with the company. Along with being the executive assistant, one of her main duties is being an event coordinator for all of the company’s seminars. These events are critical for the company’s growth as they are the primary way we earn new clients’ business. Jessica is passionate about her job and enjoys talking to and helping people.


Kent Hulse
Controller
Heritage Tax & Insurance Services, Inc.

Kent Hulse is responsible for accounting and analysis, financial reporting, as well as human resource. Mr. Hulse has diverse financial management experience in industries such as financial services, software, retail and manufacturing. Mr. Hulse earned a bachelor’s degree in Business Administration from the University of Southern California.


Kelly Junge
Processor
Heritage Tax & Insurance Services, Inc.

Kelly Junge was born and raised in San Diego by a very supportive, adventurous family. She is currently attending college to earn her Bachelor’s in Business Administration. During her free time, she enjoys hiking with her energetic dog named Skout, riding in the sand dunes, boating and wakeboarding in the Colorado River, and exploring new roads.