About Travis
Travis navigates the intimate details of a client’s financial life and provides objective advice to propel them forward in realizing their financial goals. Through a collaborative and educational financial planning experience, he works with a team of professionals to coordinate strategies and allocate resources for clients. Using a hands-on approach, Travis gains a deeper understanding of what is most important in each individual and helps guide them toward their own impression of financial independence.
He loves to educate and help people experience the positive impact that smart financial plans can make over a lifetime.
Outside of the office, Travis serves as a board member for the Rotary Club of Sherwood and was elected president of the club in 2021–2022.
A native Oregonian, Travis and his family live in Sherwood, OR. He is an avid soccer fan (Go Timbers!) and loves backpacking through the Pacific Northwest. As weekend warriors, his family devotes as much time as possible to the great PNW outdoors. In addition, Travis enjoys woodworking and has a weakness for dark chocolate.
Education and Professional Milestones
-Oregon State University - bachelor of science in finance and bachelor of science in health management and policy
-Duale Hochschule Baden-Württemberg Mosbach (Germany) - bachelor of science in international business
-University of Portland - executive certificate in financial planning
-Joined Focus Partners Wealth in 2020
-Has held roles as an associate wealth advisor at Confluence Wealth Management and as the director of financial planning at another independent wealth management firm in Portland
-Started his career in Corvallis, OR, with a local financial planning practice
Travis navigates the intimate details of a client’s financial life and provides objective advice to propel them forward in realizing their financial goals. Through a collaborative and educational financial planning experience, he works with a team of professionals to coordinate strategies and allocate resources for clients. Using a hands-on approach, Travis gains a deeper understanding of what is most important in each individual and helps guide them toward their own impression of financial independence.
He loves to educate and help people experience the positive impact that smart financial plans can make over a lifetime.
Outside of the office, Travis serves as a board member for the Rotary Club of Sherwood and was elected president of the club in 2021–2022.
A native Oregonian, Travis and his family live in Sherwood, OR. He is an avid soccer fan (Go Timbers!) and loves backpacking through the Pacific Northwest. As weekend warriors, his family devotes as much time as possible to the great PNW outdoors. In addition, Travis enjoys woodworking and has a weakness for dark chocolate.
Education and Professional Milestones
-Oregon State University - bachelor of science in finance and bachelor of science in health management and policy
-Duale Hochschule Baden-Württemberg Mosbach (Germany) - bachelor of science in international business
-University of Portland - executive certificate in financial planning
-Joined Focus Partners Wealth in 2020
-Has held roles as an associate wealth advisor at Confluence Wealth Management and as the director of financial planning at another independent wealth management firm in Portland
-Started his career in Corvallis, OR, with a local financial planning practice