Travis joined Crux Wealth Advisors in April 2024 as the Director of Transitions. He brings a unique perspective and essential knowledge to our leadership team. In his role at Crux Wealth Advisors, Travis builds out comprehensive transition processes. He plays an integral part in ensuring smooth and efficient operations.
Before coming to Crux Wealth Advisors, Travis gained valuable experience at Lincoln Financial Network and Commonwealth Financial Network. He served as a Senior Transition Consultant and expertly managed multiple transitions, overseeing between 5 to 10 transitions at any given time, guiding them through various stages of the process with precision and care.
Travis holds a Bachelor’s degree in Finance from Plymouth State University. He thrives in his role at Crux Wealth Advisors by helping people and solving problems. Colleagues and clients value his expertise in the aspects of transitions and consideration to all the factors involved to ensure success.
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