Managing Partner of Retirement Plan Benefits
Travis works closely with the employer (plan sponsors/plan administrators) to design and build the retirement plan that best suits their needs. He guides our clients through features such as eligibility rules, vesting schedules, enrollment frequency, and more. Travis has received degrees in finance management and real estate from the University of Northern Iowa, and resides in Waverly, IA with his wife, Rachel. Outside of finance, Travis enjoys golfing, fishing, hunting, and rooting for the UNI Panthers.
Partner, Financial Planner
Mike enjoys getting to know and understand his clients and their needs. Mike guides clients through the financial planning process to help them identify their goals and create a plan to achieve them. His expertise is working with folks nearing retirement and young couples looking to save for retirement and plan for their children’s education.
Mike retired from the Air Force in 2014 and went back to school as a non-traditional student at the University of Northern Iowa. He obtained a bachelor’s degree in accounting. Mike is a CERTIFIED FINANCIAL PLANNER™, and a member of the National Association of Personal Financial Advisors, XY Planning Network and Fee Only Network.
