Travis is a Certified Investment Management Analyst® (CIMA®) and has more than 36 years of experience in the financial services industry. He is passionate about helping people visualize their financial future, developing strategies designed to pursue their goals, guiding them along the way and helping them avoid the emotional decision-making that is often part of typical investor behavior.
Travis strives to know his clients on a deeply personal level, to gain a greater understanding of them and to offer highly relevant advice for all aspects in their financial lives. He believes this enables his clients to best benefit from his experience, resources and dedication to helping them. Before establishing Harmony Wealth Partners of Raymond James in 2014, Travis’ prior experience includes JPMorgan Private Bank, Navian Capital and PNC Institutional Investments. He earned an MBA from Xavier University and a bachelor’s degree from West Virginia University.
Throughout his career, Travis has served on the boards of numerous community organizations including as board member on the Oldham County Community Foundation and as a board member of the Oldham County Economic Development Authority.
Travis lives in Prospect with his wife, Lana. They have two adult children, Carly and Mason. In his free time, Travis enjoys scuba diving, fishing, sailing, hiking and traveling to visit Carly and Mason.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.