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R. Travis Terlau

Certified Financial Planner™ (CFP®), an Investment Adviser Representative and a Licensed Insurance Agent

R. Travis Terlau is a Certified Financial Planner™ (CFP®) professional, an Investment Adviser Representative, and a licensed insurance agent. As the founder and CEO, Travis guides the strategy for all of the firm’s clients as a dually licensed adviser for both insurance and securities.

Entering the financial world in 2004, Travis was quickly recognized for his financial acumen and personalized approach. He works to find appropriate 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 planning for each phase of life, focusing primarily on income planning for those in or nearing retirement.

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 has been a CFP® professional since 2012.

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 also enjoys an active lifestyle, with an affinity for golf.

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