Partner/Business Development

An Atlanta native, Travis utilized his Risk Management & Insurance degree and immediately began his career in financial planning.  A successful advisor in his own right, Travis led the Legal & Athlete teams at Capstone Financial, a sister organization to Global Wealth.

Although Travis has known the Global Wealth partners for years, their natural synergies became clear most recently.  Travis joined Global Wealth with a focus on business development in the Atlanta office, specifically working with lawyers, athletes, expats, foreign nationals, and corporate executives.  His expertise in comprehensive financial planning, along with his leadership and abilities to mentor other advisors made him a perfect match for the Global Wealth team.

Travis is graduate of the University of Georgia and holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter designations.  Besides working with his clients, his passions include his faith, family, work within the community, obstacle races, running, and off shore fishing. 


Travis & his wife Cara live in Atlanta, and are expecting their first child soon!



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the rest of our TEAM

Our talented team is multicultural and multilingual, to help meet the needs of our global clientele.  We encourage you to learn more about us here, and we look forward to meeting you in person.

Pablo Fernandez

Christa Albright
Partner, Financial Planning and Operations

Alvaro Munoz 
Partner, Business Development

Crystal Groover
Financial Advisor

Dane Cooper
Financial Advisor

Laura J.Rodriguez

Morgan Marlin
Financial Advisor

Ivan M. Illan
Partner, Investment Management