Travis Sollinger, CFP, MBA – Director of Financial Planning and Financial Consultant

“I never try to put clients into a pre-conceived box.  It’s important to explain our approach to managing investments, and to make sure they understand and are comfortable with it, right from the start.”

Travis Sollinger knows that successful financial advising is founded on effective client communication.  He’s built a solid and satisfied portfolio of clients by practicing that belief consistently.

“When clients understand our investment philosophy, we’re a great fit,” he said.  “Some clients are still in the accumulation phase, others are ready to take income from their investments.  Matching clients with the best mix to meet their goals at the lowest risk is what it’s all about.”

A Certified Financial Planner designee, Travis came to the firm with experience gained at Allegheny Investments, Ltd., Dreyfus Investment Services Corporation, and Olde York Financial Services. 

He earned a bachelor’s degree from Washington & Jefferson College and an MBA from Robert Morris University.  Travis is a member of the Financial Planning Association and served as a director of the Pittsburgh chapter for seven years.  He and his wife, Elaine, live in Moon Township with their two daughters.