Travis serves as a Partner and Managing Director with Creative Planning, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. Travis’ comprehensive approach helps to solve wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business planning, insurance and charitable planning. Travis oversees the strategy and operations for the firm’s regional office in Bloomington, Minnesota.
Prior to joining Creative Planning, Travis served as Director of Financial Planning for a financial services firm based in the Minneapolis–St. Paul metro area where his major duties included the successful development of proprietary financial planning software, directing the firm’s overall client service strategy, and helping execute the firm’s global investment strategy. Spending his entire career in the financial services industry, Travis has developed an in-depth knowledge of serving clients and providing comprehensive wealth management for high net-worth households.
Travis received a Bachelor of Arts degree in Economics from the University of Minnesota – Twin Cities and a Master of Business Administration in Finance from the University of Saint Thomas. He also holds the CERTIFIED FINANCIAL PLANNER™ designation.
Travis, his wife Stephanie and their young daughter enjoy an active lifestyle traveling, spending time with family and friends and following their beloved Green Bay Packers. They are actively involved in their community with various volunteer organizations, specifically Minds Matter, which helps accomplished high school students from low-income families prepare for success at four-year universities.
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