Director of Financial Planning
FOCUS: Built a solid, satisfied client following by clearly communicating the Fort Pitt Capital Group investment philosophy.
CAREER HIGHLIGHTS: Travis came to Fort Pitt Capital Group with experience gained at Allegheny Investments, Ltd., Dreyfus Investment Services Corporation and Olde York Financial Services. His background includes portfolio design and financial planning.
BA, Washington & Jefferson College
MBA, Robert Morris University
CERTIFICATION: Travis is a CERTIFIED FINANCIAL PLANNER™ Professional*.
COMMUNITY INVOLVEMENT: Member of the Financial Planning Association, has served as a director of the Pittsburgh chapter for seven years, serves on the Zoning Hearing Board of Moon Township, Board of Directors for the Moon Area Softball League, and Chairman of the Finance Committee at Sewickley United Methodist Church.
PERSONAL: Lives in Moon Township, Pennsylvania with his family.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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