Our Team
Travis is one of the Managing Members at TBH Global with nearly $1 billion in AUM for clients, trusts, and entities. Almost 15 years before helping start TBH, Travis was an Assistant Vice President, Trust Officer and Senior Portfolio Manager with Fifth Third Bank. He focused on all of the fiduciary aspects of managing multi-million dollar portfolios for trusts, high net worth individuals, corporations, and non-profits. While at Fifth Third, he served on the Trust Investment Committee, Discretionary Action Quorum, and Portfolio Management Committee. Travis also managed the Private Bank department in Tennessee. While at Fifth Third, Travis managed over 85 million dollars of investible assets with a focus on risk-adjusted wealth preservation strategies.
Travis is a Williamson County native who attended Franklin High School. He holds a BS in Finance with a minor in Economics from the University of Tennessee. Travis graduated Summa Cum Laude at Middle Tennessee State where he obtained his MBA with a concentration in Finance. Travis also completed a three-year program at Southern Trust School, a specialty school for trusts. After graduating from Southern Trust School, he sat and passed his Certified Trust and Financial Advisor exam. Travis currently lives in Franklin, TN with his wife, Wren, his children, Olivia, Molly, and Scott, their two dogs, Remi and Smokey, and his collection of RSVLTS shirts. In his free time he enjoys following politics, being outdoors, skiing, traveling, fishing, and attending football games.
Kim joined TBH in 2019 and is currently our Client Service Manager. With a bachelor's degree in Business Administration and a minor in Management from Middle Tennessee State University, she brings over 25 years of professional experience in management and customer relations. She earned her Financial Paraplanner Qualified Professional designation in 2020 and continues to further her industry knowledge alongside building strong client relationships. She is compassionate, caring, and loyal, and works hard to provide exemplary service and a delicate touch for our clients.
Kim currently lives in Franklin, TN and loves spending quality time with her family and friends. She is a member of Cross Point Church and in her free time enjoys baking, traveling, staying active, gardening, and exploring our growing city.
TN
Individual Investors, Businesses
Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Bonds, Options & Futures, Mutual Funds, Stocks, Alternative Investments
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
$250,000
Based on Assets
1.1
First $250,000: 1.10% Next $750,000 (up to $1,000,000): 1.10% Next $2,000,000 (up to $3,000,000): 0.80% Next $2,000,000 (up to $5,000,000): 0.80% Next $5,000,000 (up to $10,000,000): 0.60% Over $10,000,000: 0.60%
$1,108,014,329
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Additional Detailed Disclosures
