Travis has been with us since 2020. As a Benefits Planner, a normal day for Travis consists of corresponding with clients, answering questions, processing applications, compiling planning letters, and sending out the necessary documentation for his cases. His main priority is helping our clients accelerate Medicaid eligibility for their senior clients through the use of a Medicaid Compliant Annuity.
Travis graduated from Ripon College with a Bachelor of Arts degree in Business Management and Psychology. In his prior jobs, Travis was able to develop his communication and analytical skills, both of which he has found to be crucial in his current role. Travis is a licensed insurance agent (life and health).
Travis views his organizational and communication skills as two of the most vital assets to his day-to-day work. He is passionate about helping others and always strives to empathize with each situation in order to provide the best possible customer service to our clients. Honesty, integrity, and empathy are three values that drive Travis in his job, and he makes every effort to ensure the best outcome for the seniors using our innovative products.
In his free time, Travis enjoys spending time with his friends and family, especially his lovely wife, Monica. He also loves being outdoors and golfing.