Growing up in the Lone Star State, Travis learned the meaning of hard work at an early age. Patching fence and feeding cows, Travis spent his childhood as a ranch hand helping his dad maintain 800 acres beneath the sweltering Texas sun. Cowboy boots and blue jeans were not only functionalthey were necessary protection from thorns, ticks, and every other challenge of nature that ranch work presented!
Travis began his financial planning career with SageSpring Wealth Partners. After marrying his college sweetheart, Travis saw an unfulfilled need in East Tennessee, so he started his own branch in Knoxville to serve the city and the surrounding communities.
Travis true calling is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and ensures their families will be confident in their finances. To help meet these goals, Travis leads Cullman Wealth Team and incorporates the expertise of attorneys, accountants, and other professionals to provide exceptional service and advice.
In order to meet the highest standards of professionalism and ethics in the industry, Travis is a CERTIFIED FINANCIAL PLANNER" practitioner*. Travis enjoys working with fellow Dave Ramsey fans and supporting Financial Peace University coordinators.
Travis and his wife, Rebekah, live in Knoxville and are active members of Christ Covenant Church. They are enthusiastic fans of Dave Ramsey and the broader message of financial literacy and behavioral change pioneered by Ramsey Solutions. Travis work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Outside of work, Travis enjoys music, football, fishing, woodworking, and spending time with his wife and four young childrenBryan, Brynleigh, Tyler, and Zakai.
SageSpring Wealth Partners operates as a family. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
General Information |
| Firm Start Year: | 2002 | |
| automated call: | Yes |
| Insurance License#: | 2297822 |
| Number of Years with Current Firm: | 12 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Alternative Investments, Mutual Funds |
| Can meet clients in the following ways: | Your Office, Video Conference, Our Offices, Our Office, Phone, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Health, Life, Long Term Care |
Firm Information |
| Firm's Number of Clients: | 12000 |
| Firm's Number of Planning Clients: | 10500 |
| Assets Managed by Firm: | 5.5B |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
|
Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
 |
 |
 |
 |