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How I Work

How I Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.

My approach adds perspective to all that I do and I believe it provides increased benefits to my clients.

Meet Me

Sandy Travis, AAMS®, AIF®

Wealth Manager


Welcome to my website! I am thrilled that you have stopped by here to learn about my professional practice. Please allow me to tell you a little about myself, how I got here, and how I may be of service to you. I graduated from the...

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