I founded my independent practice in 2008, and was motivated to start my business as a result of witnessing my parents struggle to find substantive advice as they prepared for retirement. I have always had an interest in finance and investments, and wanted to use this knowledge and experience to help people, like my parents, pursue their financial goals. My enjoyment of financial planning, team building, and management resulted in the creation of FSPI, along with Phil.
As a leader, I prioritize collaboration and believe the strength of our team contributes to the overall success of our clientele. Our clients span several generations and we take pride in our ability to help meet their unique financial aspirations. Having been raised in a medical family, I have an insider’s perspective in working with physicians as part of the Doctor’s Financial Resource (link).
I earned my bachelor’s degree in Finance and Banking at the University of Missouri and my MBA at Washington University in St. Louis. My aim is to understand the individual needs and goals of each client, working on a personal level to help them meet their current and future financial objectives, while keeping their concerns in balance.
In my free time, I enjoy playing with our sons, Kai and Cru. Along with my wife, Holly, we enjoy the mountains of the southwest, skiing in the winter and fishing in the summer. As a family, we also enjoy golf, travel, the Chiefs and Royals and suffer with Lobo basketball and Mizzou sports.
You can reach me at 505-717-1111 or by email at Travis@lakeridgeWM.com.
Travis is an Investment Adviser Representative with Private Client Services and licensed life and disability insurance agent. Securities and advisory services offered through Private Client Services, Member FINRA/SIPC. a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Supervisory Office: 6100 Uptown Blvd NE, Suite 610, Albuquerque, NM 87110.
Financial Solutions Planning and Investments & Private Client Services are not affiliated. It is important that you do not use social media to instruct any Private Client Services representative/agent to authorize or effect any transaction involving a security, commodity or insurance product.
Pertinent Professional Education and Licenses and Registrations
|Series 7||General Securities Representative (Buy/Sell stocks, bonds, CDs, mutual funds)|
|Series 66||Combines the Series 63 and 65 into one exam: Uniform Securities Agent State Law Exam (Solicit buys/sells in US states) and the Investment Advisor Representative exam|
|MBA||Olin Business School Washington University in St Louis|
Registered to sell securities in the following state(s): Arizona, California, Colorado, Florida, Illinois, Minnesota, Missouri, New Mexico, Nevada, New York, and Oklahoma.
Licensed to sell Insurance in the following state(s): New Mexico, Nevada, Missouri, Texas, and Minnesota.