With over two decades of dedicated experience in personal wealth management, Travis embarked on his journey with Wells Fargo Advisors in August 2014, bringing a wealth of knowledge and expertise to the table. As a seasoned Financial Advisor, Travis is committed to fostering and nurturing client relationships within the esteemed Barr Cisneros Group of Wells Fargo Advisors. His primary focus revolves around crafting and executing tailored risk management strategies in collaboration with clients and their legal and tax advisors, ensuring that client assets are strategically positioned for long-term growth and financial security.

In addition to his comprehensive wealth management services, Travis is deeply passionate about providing compassionate support to widows and widowers during what can be an exceptionally challenging time. Recognizing the unique needs and concerns of those navigating life after the loss of a spouse, Travis offers empathetic guidance and specialized financial solutions to help ease the burdens and uncertainties associated with such a profound transition.

Travis's extensive professional background spans over a decade at Merrill Lynch, where he honed his skills and expertise in the intricacies of financial advisory services. Prior to his tenure at Merrill Lynch, Travis also made significant contributions to the Risk Advisory Practice at one of the prestigious Big Four accounting firms, further solidifying his reputation as a trusted and reliable financial expert.

With a steadfast commitment to excellence and a passion for delivering personalized financial solutions, Travis is dedicated to empowering his clients to navigate the complexities of wealth management with confidence and clarity. Through his unwavering dedication and comprehensive approach, Travis strives to provide unparalleled support and guidance, helping his clients achieve their financial goals and aspirations while offering a compassionate hand to those facing life's most challenging moments.


FINRA Series 3 - Commodities & Futures
FINRA Series 7 - General Securities
FINRASeries 9/10 - General Securities Sales Supervisor
FINRA Series 31 - Futures Managed Funds
FINRA 66 - Uniform Combined State Law
CA Insurance (Lic.#0E30777)
Resident State: CA