With a focus on building long-term relationships, Travis Speelman entered the finance industry in January of 2020. By learning about all aspects of a client’s life, he is able to provide appropriate financial strategies that align with their individual goals.

Prior to entering the finance world, Travis served as a public school educator and coach for over 12 years. His ability to build relationships with colleagues and students and his love for helping others led him to pursue a career in the finance industry.

Travis’s focus is on Small Business Retirement Plans, Education’s 403b Retirement Programs and Individual Financial Wealth and Independence.

Travis is happily married to his lovely wife Rachel and has three amazing kids. When not in the office or classroom, he enjoys running, camping, hiking, and spending time with family and friends.