Travis enjoys helping people reach their financial goals. He considers the process of sitting down with a client, getting to know their family, and assisting them in meeting their objectives to be the best part of his job.
Travis had more than nine years of experience in the financial services industry when he joined EP Wealth Advisors in 2022. Travis previously was an Investment Advisor at Lehman Financial Services. His background includes working with a variety of clients ranging from individuals to businesses.
Travis is a graduate of York College of Pennsylvania, earning a B.S. in Finance.
In addition to educating others on how to better their financial situations, Travis loves spending time with his wife, their newborn, and their black lab, Sadie. A fan of the outdoors and going to the gym, he counts physical fitness and nutrition among his passions.
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.