Born and raised in Michigan, Travis’ dedication to family and meaningful work is the result of his tight-knit upbringing. His sense of honor and integrity and his strong work ethic, which were instilled in him by his parents, run deep in his personal and professional life. He truly enjoys helping retirees and pre-retirees.
Travis got his start in the financial services industry in 1997. His focus areas include estate planning, rollovers, retirement income strategies, Social Security strategies, asset preservation and tax minimization. He also has experience in investment strategies, stock market analysis and asset preservation.
Travis has passed the Series 63 and 65 securities exams and is registered as an Investment Advisor Representative. He also holds licenses in life and health insurance and annuities in Florida and Michigan. He graduated with a Bachelor of Science in management and economics from Western Michigan University.