Travis has more than 39 years of experience in the financial services industry. Throughout his career advising clients, Travis' passion for 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 enabled him to develop and work with families over multiple generations.
Travis currently provides consultative and relationship management services for the Harmony Wealth Partners practice. Before co-founding Harmony Wealth Partners 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. Travis and his wife, Lana, have two adult children, Carly and Mason. In his free time, Travis enjoys scuba diving, fishing, hiking and traveling to visit Carly and Mason.