Travis is a Financial Planner with Retirement Security Centers (RSC). He was recognized for his passion in helping pre-retirees and small business owners achieve their financial goals and aspirations. Travis’ holistic approach to financial planning fills the gap between the accumulation and distribution phases of life, to get retirees not only to, but through retirement.
Travis’ approach focuses on each individual as a unique person, with a unique situation and needs. Using RSC’s EASE process, Travis helps his clients; envision the future, analyze all aspects of their unique situation, define customized solutions to achieve the best results, and provide ongoing evaluation and monitoring to stay on track. His approach is centered on the client, rather than the traditional product-focused advisors, that are so abundant in the industry. Travis strives to provide his clients with a sense of security, so they may live confidently and independently throughout their formative years.
Travis’ diverse background also includes a passion for athletics. He played Division I baseball at the University of Nevada before getting the opportunity to play professionally for two years in the Tampa Bay Rays organization. He attributes many of his planning principles to his faith and athletics background, including teamwork and integrity.
Travis graduated from the University of Nevada in 2010 with a Bachelor’s in Communications. He holds his Series 7 and 66 licenses, as well as his California Life Insurance license.
When he is not pursuing his purpose driven mission with clients, he enjoys golfing, outdoor activities, music, and spending time with his family. He resides in Rancho Murieta with his wife Chelsea and daughter, Emmy Lou.
If you would like to speak with Travis and see if he can assist you with your unique financial situation, please call (916) 868-3900.