Career / Executive Experience

A career of leadership and execution.

Executive operations, business acquisitions, organizational improvement, technology and business education.

Selected results

Measurable organizational improvements.

4,000%

Scholarship applicant growth

First-year increase reported during scholarship process improvements at Cuyahoga Community College.

320%

Scholarship dollars growth

Increase reported in scholarship funding activity at Cuyahoga Community College.

900%

Volunteer participation growth

Increase reported following a mentoring program redesign at Daybreak.

Selected outcomes are drawn from Troy's professional résumé and reflect work performed within the respective organizations.

Featured executive chapter

Accounting operations, growth & acquisitions.

Summit Financial Group and The Reliant Group represent connected stages of an accounting business's development.

While serving as Chief Operating Officer at Summit Financial Group, I worked across accounting operations, organizational systems and business development. I was also integrally involved in the acquisition of multiple accounting businesses.

Accounting operations were subsequently moved from Summit Financial Group to establish The Reliant Group as a separate company, where I served as President during 2023–2024.

This experience informs my approach to business growth: expanding a company requires more than sales—it takes leadership, people, systems and disciplined execution.

Formal executive portrait of Troy Lum
Professional timeline

Experience across business and service.

2005–Present

Wired2Lead, LLC

CEO / Chief Growth Architect

Business strategy, leadership development, growth planning and operational systems.

2025–Present

Lumsted Bookkeeping, LLC

CEO

Financial services, operations, business development and organizational planning.

2023–2024

The Reliant Group, Inc.

President

Leadership of the standalone accounting business created from Summit Financial Group's accounting operations.

2014–2024

Summit Financial Group, Inc.

Chief Operating Officer

Accounting operations, team leadership, business growth initiatives and participation in accounting business acquisitions.

2014–2023

College Cost Navigator

Software Developer / Director of Sales

Software planning, sales and marketing strategy, user training and business development.

2006–2011

Cuyahoga Community College

Scholarship Coordinator / Interim Career Center Director

Program improvement, career services, workforce engagement and small-business leadership and customer service training through The Corporate College.

2003–2006

University of Dayton

Scholarships & Financial Aid Counselor

Student financial guidance, cross-functional program support and website improvement.

2001–2003

Daybreak

Mentoring Specialist

Mentoring program redesign, volunteer training, community partnerships and grant support.

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Let's talk about what comes next.

For speaking, business strategy, training and professional collaboration.

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