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Jim came to CUNA Mutual Group in 2017 after more than 25 years in the financial services industry. He has a bachelor’s degree in finance from Providence College in Rhode Island, and he has been a wholesaler for companies including Transamerica Capital, Lincoln Financial, John Hancock and Evergreen Funds.
Jim has been married for 24 years, has one son and is passionate about his family.
Jim’s philosophy for helping advisors grow their business is to really understand how they run their practices.
Travis has worked in finance for more than 12 years, starting with MetLife as an advisor and advancing to player-coach for advisors before moving to Transamerica. His knowledge and hard work enabled him to develop and grow multiple territories as an internal wholesaler, and he qualified multiple times as top internal sales producer at Transamerica before joining CUNA Mutual Group.
Travis lives in Denver with his wife and two children. In what little free time life brings his way, he enjoys skiing and golf, and he’s looking forward to watching the Broncos again at Mile High Stadium.
Travis prides himself on serving as a go-to resource both for advisors and colleagues. His experience as both an advisor and a wholesaler enable him to build strong relationships, to anticipate and support any need and to continue growing in an evolving industry.