Certified Public Accountant (CPA)
Investment Advisor Representative (IAR)
BBA – Accounting, Texas A&M University (Magna Cum Laude)
MS – Finance, Texas A&M University
Travis began his career with the Dallas office of Deloitte Touche Tohmatsu Limited, where he worked as a tax consultant in the Federal Business Tax Services Group, focusing on federal and state tax compliance and planning for hedge funds, energy companies and high-worth individuals. He then continued his public accounting career at UHY Advisors. There he worked as a tax senior in the Federal Tax Compliance Group, specializing in federal and state tax compliance and planning for oil & gas companies, manufacturing companies and high-worth individuals.
Travis and his wife, Gina, are parents to two daughters, Georgia and Ruth, and two sons, Hayes and Pearce.
Outside the Office, You’ll Find Him:
After graduating from college, Travis took a life-changing trip backpacking through Europe and visiting the Holy Land. Each month he and his wife help serve a church-wide meal to more than 300 people.
Words of Wisdom:
Do your best and forget the rest.
Something Most People Don’t Know:
Travis and his wife met in their seventh-grade reading class.
Associate Planner: Alicia Porte
Staff Accountant: Connor Dale
CSS: Melinda Johnson