Travis serves as a Wealth Manager, working directly with clients to create, implement, and monitor their comprehensive financial plans, addressing all aspects of a healthy and well balanced financial life including retirement, investments, tax planning, risk management, college funding, and estate planning.
Travis brings more than 15 years of experience, knowledge, and skill in the wealth management profession to his client relationships. Prior to joining Creative Planning, Travis was a senior advisor in the wealth management division of a regional accounting firm where he worked with high net worth families and individuals and served 11 years on the firm’s Financial Planning Committee.
Travis earned his Bachelor of Science degree focusing on personal financial planning from the University of Missouri–Columbia. Travis is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Travis enjoys all manner of outdoor activities from mountain biking, rock climbing, and backpacking to fly-fishing and wing shooting. He has even been a fly-fishing guide in Wyoming during summer vacations. When not working with clients to help them achieve their dreams, he loves spending time at home with his wife, Sarah, and three children – Addison, Bennett, and Tristan.
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