There was never a question in Travis’ mind if he would open his own wealth management practice, but when. He spent many years working in large financial corporations, as a financial advisor, to gain the proper training and experience before making the decision to form his own practice in 2007.
Throughout his career, he has launched and maintained several successful small businesses. Although building a business from the ground up is both challenging and rewarding, his drive, in both his professional and personal life, comes from his desire to support his family.
Travis’ strong entrepreneurial spirit played a major role in forming Crux Wealth Advisors. He shaped the model to align with the passions and values in his own life, and he wants his clients to be afforded the same opportunities because of his unwavering commitment to family, health, leadership, community and helping others establish wealth.
The holistic approach that he developed for Crux Wealth Advisors guides clients to make the best possible financial decisions for the rest of their lives. Leading this process energizes him since the success of his clients allows his practice to improve and grow. One of Travis’ mentors explained to him that finance is the language of business. Thus, to be successful in business, you must understand finance. Travis frequently reminds himself of this philosophy and also applies it to his clients to ensure they are comfortable and educated throughout their time working with Crux Wealth Advisors.
In 2022, Travis listed at number 5 on Forbes’ list of America’s Top Next-Gen Wealth Advisors Best-In-State† for California. The Next-Gen Wealth Advisors list spotlights 1,000 top-performing advisors under 40 across the U.S.
Travis earned his MBA from Gonzaga University and a bachelor’s degree from the Hugh Downs School of Human Communication from Arizona State University.
† Forbes Top Next-Gen Wealth Advisors Best-In-State - 2022
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors' location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. For more information and complete details on methodology, go to www.shookresearch.com
I grew up in Washington State and now reside in both Edmonds, WA and Long Beach, CA. Family is and always has been my number one priority. Everything I do in life points back to how I can better serve and support my family. In August 2017, I was incredibly fortunate to have married my wife, Claire. Four years later, we welcomed our first born, Kaia. She has become the joy in our lives.
Most of my childhood memories consist of outdoor family activities. In fact, my mom often jokes that I learned to walk on a boat. Today, I still maintain the active lifestyle that was instilled in me at a young age. In our free time, you’ll usually find our family hiking in a forest, boating on a lake, going for walks, or camping.
I also focus a significant part of my business and personal life to community involvement and volunteer work. I volunteer and participate in fundraising and educational efforts for the Southern California Veterinary Medical Association, Leukemia &: Lymphoma Society, Habitat for Humanity, Feeding America and the Ronald McDonald House, among others.