Seven years into a successful sales career after attending Weber State University on scholarship, Travis’ eyes were opened to the financial services industry when he met with a financial advisor for the first time. That experience changed the trajectory of his career, and within six weeks he had secured his life & health insurance licenses and had passed his first two NASD (now FINRA) exams.
In 2002 Travis became a registered principal and accepted a branch position supervising over
100 securities-licensed reps. During this “herding jackrabbits” experience, he developed a
reputation as “the product guy” and mentored many of the branch’s top producers, overseeing
the placement of millions of dollars of life insurance target premium during his three year
Travis obtained his FINRA Series 65 registration in 2007, and subsequently spent several years as a wholesaler for a large insurance brokerage general agency. He refers to himself as, “an insurance
nerd who has been on your side of the desk”. His current role with Peak Financial Network Solutions Inc. affords him the opportunity to play to his strengths.
Three of Travis’ children have reached the “age of emancipation”; he has three more to go. Happily married, he lives with his wife just North of Salt Lake City, UT, where they both keep very busy with volunteer work with youth programs and spoiling their grandchildren.