Meet Travis

CLTC^®, LUTCF^®, MS

Travis Wyatt

Principal | Founder

Travis brings more than two decades of experience in financial services, helping clients solve complex challenges with clarity and confidence. His technical expertise and strategic insight, paired with a genuine desire to serve others, allow clients to pursue financial success with peace of mind. Travis is known for combining thoughtful analysis with common sense, always placing clients’ best interests first in his investment advisory services.

Travis earned a Bachelor of Science in Biology from the University of Tennessee and a Master of Textile Technology from ITT. He holds Series 6, 7, 63, and 65 securities registrations, along with the LUTCF^® and CLTC^® designations, and is an active member of NAIFA and a qualifying member of the Million Dollar Round Table.

Travis and his wife Kendra have lived in the Upstate since 1991 and have raised three children—Gray, Emory (who is married to Collin), and Hayden. Now empty nesters, Travis and Kendra enjoy traveling, spending time with friends, and scenic motorcycle rides.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.