Travis, Neighbor

My mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security.

In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by Investment Advisors. While many investors are not even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.

He has over 20 years of experience in helping clients navigate through the financial services arena-which includes insurance and financial analysis.

Travis is licensed in several financial disciplines and is a Certified Medicare Consultant. Travis’s drive and passion comes from a desire to help people position themselves so that they have a secure financial future in which they are free from the stress of financially related issues.

Travis has dabbled in other areas of business as well. He has owned and operated an organic website which specialized in organic food and nutritional health. He also had a production company which produced, filmed and edited videos for commercial and personal use. His organization and management skills were instrumental in the success of these ventures.

As a small business owner himself, he can help other small business owners decipher the complex world of owning your own business.

He is a proud and involved father of two children.

Travis is very family oriented-he coaches his son’s little league baseball team, his daughter’s gymnastics team. He also loves playing guitar, tutoring and promoting physical fitness.