Travis is the most recent addition to Atlanta Planning Group and is our Licensed Sales Assistant. He handles client trade requests and operations, bringing a wealth of dedication to our financial services team. He spent twenty-three years at Merrill Lynch, fine-tuning his skills, adapting to all aspects of Operations, Client Services, and Internal Branch Systems. His commitment to client satisfaction and ability to simplify complex tasks make him an invaluable asset.
Outside of work, he enjoys spending time with his wife and their three children, taking to the North Georgia mountains to hike, camp, and fish whenever possible.