7633 East 63rd Place
Unlike a lot of other advisors, Travis didn’t grow up in the financial services industry. Instead, he watched his father and brother courageously serve in the line of duty as Tulsa police officers. This dedication prompted Travis to pursue a career that would give back to those that have given so much to his community. By being an LPL Financial Advisor, Travis can help individuals, including police officers, organize their finances and plan for long-term goals. He strives to take the stress out of financial planning and instead help provide individuals with the financial freedom that they deserve.
When clients work with our firm, they work with an advisor that takes their needs, goals, and objectives seriously and crafts financial plans accordingly. Rather than fit our clients to a cookie-cutter approach to planning, we get to know our clients on a deeper level and craft strategies that are right for them. We can help our clients objectively answer questions such as:
We also understand the unique career paths that police officers face, including an earlier retirement, potential insurance needs, and government funding. We seek to give back to a population that has given our community so much by helping police officers and other individuals articulate, plan, and pursue their long-term goals.