About
Travis
Travis strives to provide clients and prospective clients with an outstanding experience from the first moment they begin their relationship with Focus Partners Wealth. Through close collaboration with Focus Partners’ diverse and highly experienced wealth advisory teams, he helps connect prospective clients with the ideal advisor match, carefully aligned to their goals, family dynamics, and unique circumstances. Inspired by his grandfather, Travis is deeply committed to helping individuals and families create, grow, and protect their wealth through both favorable and challenging market conditions. He finds great fulfillment in sharing this passion and inspiring the teams he works with.
Prior to joining Focus Partners, Travis held progressive leadership roles for 14 years at Charles Schwab, including Managing Director of Wealth Management Consulting and Vice President & Branch Manager in Chicago and St. Louis. Earlier in his career, he held various roles at Fidelity Investments.
Outside the office, Travis enjoys spending time with his four children. His personal interests include exploring new restaurants, mastering new recipes, and golf. He is actively involved in charitable causes, serving as a volunteer, fundraiser, and active member with Cure SMA.
Education and Professional Milestones
-Westminster University - bachelor’s degree in finance
Travis strives to provide clients and prospective clients with an outstanding experience from the first moment they begin their relationship with Focus Partners Wealth. Through close collaboration with Focus Partners’ diverse and highly experienced wealth advisory teams, he helps connect prospective clients with the ideal advisor match, carefully aligned to their goals, family dynamics, and unique circumstances. Inspired by his grandfather, Travis is deeply committed to helping individuals and families create, grow, and protect their wealth through both favorable and challenging market conditions. He finds great fulfillment in sharing this passion and inspiring the teams he works with.
Prior to joining Focus Partners, Travis held progressive leadership roles for 14 years at Charles Schwab, including Managing Director of Wealth Management Consulting and Vice President & Branch Manager in Chicago and St. Louis. Earlier in his career, he held various roles at Fidelity Investments.
Outside the office, Travis enjoys spending time with his four children. His personal interests include exploring new restaurants, mastering new recipes, and golf. He is actively involved in charitable causes, serving as a volunteer, fundraiser, and active member with Cure SMA.
Education and Professional Milestones
-Westminster University - bachelor’s degree in finance