Travis Smith believes that a truly effective financial strategy is one that honors the hard work behind the wealth. With over 20 years of diverse experience in the financial sector, Travis has built a career centered on the values of stewardship and strategic growth. Serving a diverse clientele nationwide, he specializes in helping small and medium-sized business owners navigate the complexities of tax minimization and long-term planning, ensuring that the fruits of their labor are protected for the next generation.

Travis’s professional journey began at Cal Poly, where he studied marketing before spending over a decade as a wholesaler. That period of his career gave him a masterclass in financial products and a deep understanding of the broader market. However, it was his 2016 transition into cattle ranching—while continuing his work as an advisor—that truly defined his perspective. This unique dual role gives Travis a practical, "boots-on-the-ground" insight into the financial challenges and opportunities facing business owners across the agricultural and rural sectors.

“I believe that financial planning is about more than just numbers; it’s about understanding the life and the business behind those numbers,” Travis says. “Whether I’m working with a business owner or a ranching family, my goal is to create strategies that are as resilient and hardworking as they are. By implementing proactive tax-saving measures and identifying opportunities for Roth conversions, we can help ensure that more of our clients' hard-earned wealth stays in their hands rather than being lost to future tax burdens.”

Born and raised in Southern California, Travis now calls Phoenix home. He is a passionate advocate for the next generation of agricultural leaders, actively supporting youth through 4-H and Future Farmers of America (FFA).

When he isn’t designing financial roadmaps for his clients, Travis enjoys spending time outdoors and hunting, hobbies that reflect his appreciation for the land and a life built on discipline and heritage. For Travis, the discipline required to manage a ranch is the same discipline he brings to his clients’ financial lives: a commitment to being a trusted, steady hand in an ever-changing environment.--