Experience

Larry began his career in the financial services industry working on the floor of the Chicago Board options exchange. Then, after 17 years as an options trader, Larry joined A. G.
Edwards (predecessor of Wells Fargo Advisors) as a financial advisor. Since 2002, Larry has helped his clients address their financial concerns and develop strategies focusing on specific needs. Believing that it takes hard work, planning, and consistency to succeed in business and life, Larry utilizes his unique experience in the strategic planning skills, to help his clients.

Education & Credentials

Wells Fargo Advisors Financial Network Patinum Council* (2010-2022)
Bachelor of Science (Finance) Northeastern Illinois University
MBA (Investment Management) Depaul University Kellstadt Graduate School of
Business
CERTIFIED FINANACIAL PLANNER® College for Financial Planning
FINRA Series 7, 9,10 & 66 Registered
Insurance Licensed – IL, WI & CA
(CA Insurance #4204638 | Resident State: IL)

Outside Interests

With his wife, Julie, Larry likes to stay active enjoying outdoor sports, traveling, or
spending time with their granddaughters, Emma & Madelyn.
Larry and his family also enjoy spending as much time as possible at the family summer
home in Minnesota. The cabin n has been in his family for decades, and it is there that
Larry's grandparents spent their honeymoon! And when not spending time with his
family, Larry likes to work out, play golf with his three childhood friends and go boating
and snowmobiling.
Giving back to the community is also important. Larry is a board member on the local
school districts educational foundation. The Foundation helps fund projects school
district otherwise cannot. Larry also volunteers his time at the local high school
teaching students about finances and money management.

*The Platinum Council distinction is held by a select group of financial advisors within Wells Fargo Advisors Financial Network as measured by one or more the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

Experience

A graduate of Drake University with a bachelor’s degree in business and public administration with a focus in Entrepreneurial Management & Finance, Travis joined Wells Fargo Advisors Financial Network in Woodstock, IL. Travis brings education, advanced training, and a dedication to professional development to deliver value to clients.
Travis comes from a long line of entrepreneurs and both his Mom and Dad own small businesses in the area. With the spirit of Entrepreneurship running through his veins, Travis brings with him a passion for helping people succeed in every aspect of their lives.

Education & Credentials

·         CERTIFIED FINANCIAL PLANNER®

College for Financial Planning

·         Bachelors in business and public administration
·         Series 7 & 66 Registered

Outside Interests

Outside of work, Travis enjoys reading, spending time with family, staying active, and taking weekend trips with friends. Giving back to the community is very important to Travis. In school, his Fraternity led two charitable events a year. One raises money for the Huntsman Cancer Foundation, and the other has helped build multiple High Schools in Belize and provided the necessary resources to help kids rise out of poverty.