Investment Adviser Representative
808 521–4015 ext. 3
Travis joined our team in June 2015 after graduating from UH Manoa with dual degrees in Finance and Economics. Travis passed his CERTIFIED FINANCIAL PLANNER (TM) examination on the first try in July 2016, and looks forward to completing the CFP® certification process upon obtaining the requisite industry experience. A short time later, he obtained his Series 65 Investment Adviser Representative registration. Travis spends time with family and friends, reads and loves hiking scenic Hawaii mountain trails.