Travis is a dedicated financial advisor with a background in engineering and over four years of experience in the financial services industry. He holds a B.S. in Engineering from West Virginia University and is proud to call Morgantown, WV, home.
Travis and his wife, Bailey, are proud parents to four children. Family time is a top priority for Travis, whether it’s keeping up with his kids’ sports and activities or enjoying simple moments of fun together. He also finds joy in traveling, mountaineer sports, and volunteering on his children’s sports teams.
Before entering the financial planning field, Travis worked in the oil & gas and IT industries where he sharpened his analytical and problem-solving skills. He later found his true passion in financial advising, where he could make a direct impact by helping individuals and families navigate complex financial decisions with clarity and confidence.
Travis specializes in investment management, tax planning strategies, wealth preservation, estate planning, and retirement planning. He takes a comprehensive, goals-based approach and builds resilient, tax-efficient portfolios designed to perform in all market conditions.
Career Milestones
Completed the APMA® designation
Actively pursuing the CFP designation
Client Expectations
During your first meeting with Travis, you can expect a no-pressure, informative conversation focused on understanding your goals, priorities, and any financial questions or concerns you may have. He will ask about your current financial situation to get a comprehensive picture and ensure that he can tailor a plan to your unique needs. This initial meeting is designed to help you feel comfortable and informed about how Expedition Wealth Partners supports clients. When you're ready to move forward, Travis will guide you through the next steps and begin building a personalized financial plan tailored to your vision for the future.
Why Choose Travis?
Travis’s background in engineering and technology has equipped him with a unique skill set that he brings to financial advising. His ability to solve complex problems and his commitment to providing clear, actionable advice make him a trusted partner for clients. What Travis enjoys most is being part of his clients’ journey—watching their plans take shape and helping them achieve their financial goals. Whether it’s working toward a fulfilling retirement, funding meaningful goals, or creating a lasting legacy, Travis is there to guide and support you every step of the way.