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Travis is a Financial Advisor with First Investments & Planning providing investment management and financial planning to high net worth individuals and families.
Travis joined First Investments & Planning in 2017 and has more than eight years of experience in the banking industry. Prior to joining First Investments & Planning, he spent seven years at Wells Fargo working as a personal banker and business specialist.
Travis holds his Series 7 & 66 securities registrations as well as Health, Life and Annuities insurance licenses. He earned his Bachelor’s and Master’s degree in Business Administration from the Phoenix University.
When not advising clients, Travis enjoys spending quality time with his wife and daughter. He also loves golfing, exercising first thing in the morning, and any outdoor activities.
Travis is a Scout Master with the Boys Scouts of America and stays active in his church volunteering in various community outreach activities.
2223 2nd Avenue, PO Box 430
Kearney NE 68847
810 Allen Drive
Grand Island, NE 68803
I help ensure that my clients can get through the financial life events that will come into their life.