Education and a disciplined approach toward the investment process are keys to success in reaching your financial goals. In the ever increasingly complex world of investing, Travis helps clients navigate the myriad of options and emotions during this process. Travis started investing when he was just 18 and holds the Personal Financial Planner (PFP) designation. With over 18 years of experience in the industry since he first started working with Ken Bateman in1997, he is instrumental in advising clients during the various stages of: accumulation, preservation and transfer of wealth. Never before have clients had to endure such extreme volatility for more modest returns and during this time, Travis’ commitment to honest and professional advice has assisted clients to achieve their objectives.