About
With more than a decade of experience in wealth management, Travis Rhoad works closely with clients to help them make informed investment decisions and stay focused on their long-term financial goals. Since joining the Trippon-Rhoad team in 2013, he has served in several capacities, developing a broad understanding of portfolio management and client service.
Travis is committed to building lasting relationships and providing guidance designed to align with each client’s financial goals and circumstances. He works with clients to navigate market changes while maintaining focus on their long-term objectives.
Outside of work, Travis enjoys traveling, spending time with family, and volunteering.
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation