Meet the Team

Cory Smith

Born in Grand Rapids, MI. Growing up Cory's family of four lived off his dad's seasonal income and unemployment until his mom started her at home daycare business. Her business became very successful, but both of his parents made poor financial decisions due to getting bad advice from financial professionals that had conflicts of interest.

Cory served in the US Army as an infantry soldier and earned the Ranger tab, deployed to Iraq as scout section leader for 1 year tour. He took from the military his love of serving others, then married that with a love for finance, statistics, and accounting. He chooses to live a childfree life for the freedom that it affords him, and has always known that his value could only be realized through entrepreneurship. 

Lindsay Troxell

Childfree & entrepreneur are both part of Lindsay's core identity. From an early age she was surrounded by multiple family businesses and watched her mother take care of 3 young children in large part on her own. Those elements have shaped how she shows up today.

She has an extreme passion to help people envision what they want in their life and help them create meaningful, actionable, action plans to achieve their desired results.


  • Studied entrepreneurship, earning her bachelors in entrepreneurship at Babson College.

  • Spent 20 years as a business coach and consultant.

  • Extreme passion for car camping, mid-century modern architecture, and highly organized spaces.

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© 2024 Discretionary Inc. All rights reserved.

Discretionary inc. is a registered investment advisor offering advisory services in the State of Colorado, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

WHERE THE LIFE YOU CREATE IS YOUR OWN

© 2024 Discretionary Inc. All rights reserved.

Discretionary inc. is a registered investment advisor offering advisory services in the State of Colorado, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

WHERE THE LIFE YOU CREATE IS YOUR OWN

© 2024 Discretionary Inc. All rights reserved.

Discretionary inc. is a registered investment advisor offering advisory services in the State of Colorado, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.