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Travis is an Advisor with First Investments & Planning providing investment management and financial planning to high net worth individuals and families.
Travis joined First Investments & Planning in 2017 and has more than eight years of experience in the banking industry. Prior to joining First Investments & Planning, he spent seven years at Wells Fargo working as a personal banker and business specialist.
Travis holds his Series 7 & 66 securities registrations as well as Health, Life and Annuities insurance licenses. He earned his Bachelor’s and Master’s degree in Business Administration from the Phoenix University.
When not advising clients, Travis enjoys spending quality time with his wife and daughter. He also loves golfing, exercising first thing in the morning, and any outdoor activities.
Travis is a Scout Master with the Boys Scouts of America and stays active in his church volunteering in various community outreach activities.
2223 2nd Avenue
Kearney NE 68847
810 Allen Drive
Grand Island, NE 68803
I help ensure that my clients can get through the financial life events that will come into their life.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE