Team
At Investment Answers, we answer to you. We are fiduciaries dedicated to creating strategic, personalized investment plans for our clients—helping to ensure that their needs are met. What’s more, we’re passionate about educating clients on what they need to know to help build for them and their families a more secure financial future.
When you choose to invest and insure with us, you’re choosing to partner with a team that believes in guiding clients towards effective solutions for long-term goals. This means we’re responsive. We answer financial questions both big and small for you and your family. We’re committed to being your financial advocate.
R.Travis Terlau
Certified Financial Planner™ (CFP®) and an Investment Advisor Representative
Kelly Terlau
Chief Operations Officer
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