Travis Harper CFP®, CRPC®
“Trust should be the basis for all our moral training.”
As a financial architect, I love helping people visualize different ways of looking at wealth management strategies. I am a problem solver and enjoy breaking down the complexities of the wealth management issues clients face every day, and explaining them in a way that makes sense.
I navigate people through the intimate details of their financial life, and provide unbiased and objective advice on allocating resources in a way that is meaningful to them. Through a collaborative and educational financial planning experience, I propel my clients toward realizing their financial goals.
What motivates you to get out of bed each morning?
The smell of freshly brewed coffee and the excitement of learning something new every day.
What is something about you that might surprise your clients?
I was a jazz trumpet player.
Who is your hero? Why?
Mr. Incredible! His strong sense of justice motivates him to be the best version of himself. Despite being out of his element and completely exhausted at times, his primary motivations are to save the world and to be a good husband and father. Those motivations allow him to humble himself, and help him become a better leader.