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 depth of knowledge and perspective to his work with clients. As a seasoned Financial Advisor and a member of The Barr Cisneros Group of Wells Fargo Advisors, Travis is committed to building long-term, trusted relationships and delivering thoughtful, personalized financial guidance.

A core focus of Travis’s practice is retirement income planning, helping clients transition from wealth accumulation to sustainable income with confidence. He works closely with clients—and in coordination with their legal and tax advisors—to design and implement customized risk management and income strategies that aim to provide long-term financial security and stability, and confidence throughout retirement.

In addition, Travis is deeply committed to supporting widows and widowers and helping their families navigate periods of financial uncertainty. He understands that the loss of a spouse often brings emotional and financial complexity, and he provides compassionate, steady guidance during these pivotal moments. By offering clear structure, empathetic counsel, and thoughtful financial solutions, Travis helps families move forward with clarity and reassurance during times of transition.

Prior to joining Wells Fargo Advisors, Travis spent more than a decade at Merrill Lynch, where he refined his expertise across a broad spectrum of financial advisory services. Earlier in his career, he also contributed to the Risk Advisory Practice at one of the Big Four accounting firms, further strengthening his foundation in financial analysis, risk management, and client advocacy.

Outside of his professional work, Travis is a proud graduate of Long Beach State University, where he competed as a Division I volleyball player. He is married to his wife, Lynn, and together they are raising their twin daughters, Riley and Rian, who represent the third generation of their family to call California home. Travis’s commitment to family and community strongly influences his client-focused approach and reinforces his dedication to helping families protect what matters most.

With a client-first philosophy and a steadfast commitment to excellence, Travis strives to empower individuals and families to navigate life’s financial decisions with confidence. Through disciplined retirement income planning and a compassionate focus on clients facing life’s most challenging moments, he is dedicated to delivering trusted guidance and lasting value at every stage of the financial journey.

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

Since 2003, Marco has built a distinguished career in the financial services industry, helping individuals and businesses manage their financial lives with clarity and purpose. He joined Wells Fargo Advisors as a Financial Advisor in August 2014 and plays an integral role within The Barr Cisneros Group of Wells Fargo Advisors, overseeing the daily servicing of client relationships and the implementation of customized, goals-based wealth management strategies.

Marco’s areas of focus include retirement income solutions, portfolio construction, and insurance planning strategies. He is deeply involved in translating long-term objectives into actionable financial strategies, helping ensure that clients’ plans are implemented efficiently and remain aligned with their evolving needs. His disciplined, detail-oriented approach supports the group’s commitment to delivering consistent, high-quality client service and thoughtful financial solutions.

Prior to joining Wells Fargo Advisors, Marco spent more than seven years at Merrill Lynch / Bank of America as a Financial Advisor, where he gained extensive experience across investment management and client advisory services. Earlier in his career, he also served as a Finance Coordinator for the Orange County Museum of Art, further strengthening his foundation in financial operations and organizational management.

Marco earned his Bachelor of Science in Finance, Real Estate, and Law from California State University, Long Beach. He is committed to giving back to the community and previously served a three-year term as a Board Member of the Cerritos College Foundation, supporting educational access and opportunity.

A Southern California native, Marco and his wife, Rosalind, enjoy traveling and are actively involved in a variety of charitable organizations both domestically and abroad. His dedication to community, service, and thoughtful planning is reflected in the care and attention he brings to helping clients navigate their financial futures with confidence.
Marco currently holds the following registrations and professional designation:

CFP® CERTIFIED FINANCIAL PLANNER®
Series 7 - General Securities
Series 66 - Uniform Combined State Law
CA Insurance (License # 0E42412)
Resident State: CA

Tami Gonzalez brings over a decade of experience in the financial services industry to her role as Client Associate for The Barr Cisneros Group of Wells Fargo Advisors. Since joining Wells Fargo Advisors in 2008, Tami has been a trusted operational partner to financial advisors, supporting the management and growth of their practices through exceptional organization, accuracy, and client-focused service.

In 2016, Tami joined the BCG, where she plays a central role in driving operational excellence and elevating the overall client experience. She oversees all facets of day-to-day operations and client servicing, helping ensure that processes are executed seamlessly, efficiently, and with meticulous attention to detail. Tami is often the first point of contact for clients, and her proactive, solutions-oriented approach helps build confidence, continuity, and trust throughout every stage of the client relationship.

With a strong command of operational workflows and a commitment to precision, Tami helps ensure that client needs promptly and accurately, allowing the advisory team to focus on delivering strategic financial guidance. Her dedication to service and consistency is instrumental in creating a smooth, high-quality experience for clients and their families.

A Southern California native, Tami maintains deep ties to the community she serves. Outside of the office, she enjoys volunteering with the Elite Private Soccer Training Program alongside her husband, Joe, and spending time with their son, Brody. Passionate about fitness and nutrition, Tami values a balanced and healthy lifestyle—an approach that mirrors her thoughtful, well-rounded outlook both personally and professionally.

With her extensive industry experience, strong operational leadership, and unwavering commitment to client care, Tami Gonzalez is a vital member of The Barr Cisneros Group of Wells Fargo Advisors, consistently enhancing the client experience and supporting the team’s mission to deliver exceptional service.