Since 1998, Travis has helped his clients find clarity and confidence in their financial lives. The goals and objectives can on the surface seem simple, but the complexities of investing, retirement planning, risk management, estate planning, tax strategy, business planning, social security strategy, and transitioning to the income distribution and decumulation phase of life in retirement can be overwhelming; which is why clients turn to him. Utilizing a comprehensive wealth management planning approach, Travis helps his clients answer two profound questions: “Will I make it?” and “Do I have any financial blind spots?” Travis’ clients include prominent business owners, executives, professionals and retirees. For Travis, seeing clients accomplish their financial goals and objectives and enjoying the long-term relationships created and developed over time is one of the most rewarding aspects of his work.
Travis was a founding member and currently is a partner of Sterling Financial Group, LLC. With the focus being entirely on the client and providing the best solutions and client experience, Sterling Financial has chosen to affiliate with one of the elite, best of class, independent broker/dealers in the country, Commonwealth Financial Network. Being independent is essential to providing high-quality financial service and guidance, as it allows Travis to remain free to act in client’s best interest. The partnership with Commonwealth allows access to vast resources and an extensive team of the brightest minds and experts in the financial industry. Travis has received numerous awards and recognition from Commonwealth, honoring his work with clients and his approach to financial planning.
Travis graduated from Ricks College with an Associate of Science and the University of Utah with a Bachelor of Finance. Travis holds his FINRA Series 7, 63 and 65 registrations. Travis holds professional designations, including the prestigious Accredited Investment Fiduciary (AIF®) and Retirement Income Certified Professional (RICP®) designations. As an AIF® designee, Travis has the expertise to help ensure the investment wealth management process is managed to an appropriate fiduciary standard. Providing dynamic planning and custom strategy with pre-retirees and retirees is an area of real expertise for Travis. As an RICP®, Travis is trained as a specialist in income distribution and decumulation strategy, social security strategy and legacy planning with clients who are transitioning into and currently retired. As a sought-after speaker, Travis has spoken to many groups and taught numerous seminars. Travis has also taught an MBA course at Westminster College on personal finance.
Travis and his wife, Mollie, live in Holladay, Utah with their children. Travis and Mollie are devoted to their family, community, faith and service. Travis is involved with many charitable endeavors, including serving on the Planned Gifts Committee at Primary Children’s Hospital in Salt Lake City, Utah. Additionally, Travis and Mollie host an annual holiday fundraiser for the Road Home Shelter of Salt Lake City. Through the years, Travis has volunteered his time extensively as a coach of many super-league sports teams for the Olympus Titans. Travis enjoys college and professional sports, golfing, reading and spending vacation time anywhere the weather is warm and a beach is nearby.