Travis has been in the financial services industry for over ten years and is the proud founder of TRC Wealth Management. He has worked hard throughout his career to learn the nuances of portfolio construction and retirement, college, and estate planning and he passes his professional knowledge to his clients every day. He is a CERTIFIED FINANCIAL PLANNER™, meaning that he continually educates himself on the trends of the financial advising industry and stays current on his recommendations.
Clients that work with Travis can expect custom, personalized financial plans and can be certain that they are working with a professional that cares about their future. Travis has an Accounting degree, as well as his Series 7, 65, and 24 Securities Licenses, held through LPL Financial.
When not in the office, Travis enjoys actively participating at his church, spending time with his kids, hunting, fishing, and golfing.