Travis combines an educational approach and clear communication with wealth management to guide clients from uncertainty to confidence in their future. He began his career at a Fortune 500 firm, where he became disillusioned with the traditional financial planning model, and then moved to a small holistic firm that joined Lifeworks in 2024. He now focuses on deeper relationships with fewer clients, developing individualized, strategically complex, and cutting-edge finance and tax plans for millennials and business owners. In addition to being a senior advisor with Lifeworks, Travis is a partner at his tax firm.

Travis lives in beautiful Bozeman, Montana, with his wife, Heather, and their four children: Atticus, Jasper, Mirabelle, and Helena. As an ex-professional gamer, he still loves to play when life allows the time, as well as sit down with a book (science, philosophy, fantasy, or sci-fi). When the weather permits, he also enjoys rock climbing.