Travis is originally from Waco, Texas and graduated with honors with a Bachelor’s degree in Accounting from Belmont University in Nashville, TN. While finishing his degree, Travis served as a Client Operations intern for Luke Aull’s financial team. He served each client’s needs and requests with unparalleled service. He also assisted each financial advisor with daily tasks and prepared regular reports and reviews for each client’s portfolio. Travis later served as a full-time financial associate supporting the Aull Wealth Team while serving his own clients also. Seeing an unfulfilled need in East Tennessee, Travis started his own branch in Knoxville in order to serve the city and the surrounding communities.
Through Raymond James, Travis provides Investment and Financial Planning. His specialty is providing sound, conservative, confidential, and comprehensive investment advice to clients in order to help them effectively and efficiently save for retirement, minimize tax liability and transfer their wealth. Travis holds his Series 7, Series 66, and life/health insurance licenses. Travis works with clients by providing portfolio analysis and developing a thorough understanding of their objectives in order to create a framework that helps them meet their financial goals.
Travis and his wife, Rebekah, live in Knoxville and are active members of their local church. Outside of work, Travis enjoys music, football, fishing, and spending time with his wife and young son, Bryan.