Travis serves as a financial planner assistant working directly with Gabe Stepanic. His primarily focus involves financial plan development, client correspondence and investment transaction resolution. Travis’s background includes both outside sales and culinary service.
Travis grew up on the North Shore of Oahu where he enjoys surfing and diving. He is currently studying business at Leeward Community College and plans to transfer to UH Moana to complete his degree.
- Joined the Coda Team in 2018
- Non-Registered Personnel, SagePoint Financial, Inc.
- Student at Leeward Community College