Hello and welcome! My name is Travis Thompson and I am an Independent Financial Advisor. This is key being an independent, as we don’t have any affiliation with any brokerage firms, and we cannot sell any commission based investment products.

Prior to becoming a Financial Advisor, I worked in the Information Technology space. Utilizing some of my capabilities from my previous experiences, some skills have translated over into the financial space and helped me continue to grow as a Financial Advisor.

I love the role of Financial Advisor as I get to put your best interest first! I, also, want to understand what your goals are and help you achieve them. There are many ways to educate you on this based on your unique financial circumstances.

Client Specializations:

 ·         Advising Information Technology administrators, developers, and generalists. With my previous experience, I can help you navigate towards your goals working in the IT career space.

·         IT Sales professionals is another specialization. Working in this space also helps me understand navigating through the sales and commissions process and helping save for a retirement plan.  

·         Working with young professionals out of college. If I had the experience I have now, I would have done a few things differently. I didn’t have any one to guide me like I can help young professionals today for their career path in saving for their future.

During my free time, I spend my time with my amazing wife, Laura. We also have two wonderful children! The four of us enjoy doing many activities together. Some of those activities are supporting our children in their activities outside of school, time on the water, travelling, and playing games together.

I look forward to meeting with you and learning more about your goals!

Thanks again for your time!

Travis Thompson