Travis is a Chartered Financial Analyst® charterholder and a CERTIFIED FINANCIAL PLANNERTM practitioner. He is a member of the CFA Institute and NAPFA. He holds a Bachelor of Science degree in business administration from the University of North Carolina at Chapel Hill. Prior to joining the firm in 2012, Travis worked as an analyst with Wells Fargo Advisors and as a client service associate with Edelman Financial Services. In his free time, he enjoys exploring WNC’s hiking trails with his wife and young son.