Travis represents individuals, business, and non-profits throughout the country with a simple goal; to retain the confidence and trust of his clients through total commitment of consistently demonstrating professionalism, excellence, and always putting his clients' financial well-being above his own.
His process is guided by a team of specialists that work collectively with your CPA, Attorney, Banker and other financial professionals to design and implement an integrated plan based on your core beliefs, priorities goals and objectives.
He focuses on employee benefit and retirement plans as well as executive compensation packages designed to attract and retain talented employees and help foster growth.
Active in the community, Travis is on the Board of Directors for the 360 Federal Credit Union, Construction Education Center & the Membership Chair for The Associated Builders & Contractors of CT. An experienced presenter, he conducts seminars and educational sessions for both individuals and businesses throughout the area.
Travis is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., and is a graduate of the University of Connecticut, Storrs. Travis resides in Suffield, Connecticut with his wife and two children. He offers securities in CA, CT, DC, FL, ID, KS, MA, MD, ME, NC, NH, NY, PA, RI, SC, TX, UT, VA, VT, WV and is insurance licensed in CT.
