| | R.Travis Terlau Certified Financial Planner™ (CFP®) and an Investment Advisor Representative |
R. Travis Terlau is a Certified Financial Planner™ (CFP®) and an Investment Advisor Representative at Investment Answers. As the company’s founder and CEO, he guides the investment strategy for all of the firm’s clients and is known for his financial acumen in the professional investment and insurance communities.
Travis takes a personalized approach to investing. He works to find appropriate investment recommendations for each client but also helps to ensure that they understand how and why their money is being used to benefit them and their families. Travis provides investment planning for each phase of life, focusing on income and estate planning for those in or nearing retirement.
Entering the financial world in 2004, Travis was quickly renowned for his sage advice and dedication to his clients. Travis co-founded Brookstone Financial in 2009, operating his practice in Kentucky and Southern Indiana. In 2010, he co-hosted a radio and TV show called 21st Century Investor on WGTK 970 AM and on WBKI and he repeatedly appeared on Louisville Live in the Morning and Checks & Balances TV to simplify and help explain financial issues.
Evolving our customer service mission further in 2011, Travis rebranded the firm as Investment Answers. In 2012, our team began building consumer based online forums—through the company website and social media outlets—to provide access to quality financial information and educational resources for our clients, their friends and families. In 2013, Travis founded Investment Answers Capital, a Registered Investment Advisory firm, which works in tandem with our financial advisory firm, Investment Answers.
Travis is a member of the National Ethics Association and the Madison Area Chamber of Commerce as well as an accredited member of the Better Business Bureau in Louisville, KY.
Travis graduated with a Bachelor’s degree from the University of Louisville, where he was a record-holding track athlete. When he’s not studying the markets or working with his clients, Travis loves spending time at home with his wife and two children. He is an active volunteer at his children’s school, an auctioneer for local charities and he also enjoys an active lifestyle, with an affinity for golf.
Connect with Travis on LinkedIn to see his educational and professional history. Interested in learning more or getting to know Travis better? Choose from a variety of educational videos on our YouTube channel, The Investment Answers. These resources are available for you and designed with you in mind. We hope you find them useful and relevant.
| | Kelly Terlau Chief Operations Officer |
Kelly Terlau is the Chief Operations Officer for Investment Answers and has been with the firm since 2009. Working with Travis, the company’s founder, Kelly helped design the improved customer service statement that guided the firm’s transition from Brookstone Financial to Investment Answers. She led the building of the online initiatives that put our clients, their friends and their family at the center of the firm’s educational and marketing initiatives.
Kelly leads business to business interactions for the firm, developing and maintaining staff and vendor relationships. Kelly oversees the macro-operations of the firm, with a focus on the Marketing, Human Resources and Accounting, Legal and Compliance departments. Her focus is on creating a smooth, intentional transition between the day-to-day activities of the firm and Investment Answers’ long-term strategies.
Kelly is a lifelong entrepreneur who holds a Bachelor of Arts degree in Psychology with emphases in Health Psychology and Creative Writing from the University of Louisville. She is the firm’s lead writer.
A devoted mother of two, she balances her time between her family, volunteer efforts and the firm. Advocating for her children and independent, progressive education, Kelly was a member of the Board of Trustees for Virginia Chance School (2012-18), as an active member of the Finance, Marketing, Auction and Development committees. She is also an advocate for historical preservation as a volunteer and docent for the Conrad Caldwell Victorian home in St. James Court, in Louisville, KY. Kelly is most widely known for her affinity for healthy, safe, delicious food. As a former personal chef, she now refers to herself as a “family foodie.” She is passionate in advocating for independent farmers, chefs and sustainable food practices.
Connect with Kelly Terlau on Twitter and get to know more about her educational and professional history by connecting with her on LinkedIn.
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