Travis joined Salient Wealth Planning Group in May 2018 after relocating to Los Angeles, California from Miami, Florida. He began his career in 2008 at Genesis Investment Advisors in Miami, Florida where he worked for the last 10 years. During his tenure with Genesis, he worked his way up from an Investment Analyst to Portfolio Manager as well as Director of Trading.
He graduated Cum Laude from the University of Florida with a Bachelor of Science in Finance. In 2013, Travis received his Chartered Financial Analyst (CFA) designation after passing all three levels successfully, which allowed him to combine his on the job training with a more formal and academic understanding of financial markets. He is also licensed in his Series 7, Series 65 and Series 63 as well as a member of both The CFA Societies of Los Angeles and Miami.
In his spare time, he enjoys surfing, fishing, hiking, spearfishing and playing soccer and tennis.