Travis Portwood, CFA, CFP®
Travis Portwood is senior wealth advisor at Allen Capital in the Omaha office where he provides customized wealth management solutions based on the needs and objectives of each individual client. Travis focuses on developing and delivering wealth planning and investment management solutions for a dynamic client base. Travis helps individuals become goal-oriented in their thinking and on creating plans that utilize financial strategies and portfolio investments to achieve their goals.
Travis has 20 years of experience in the financial services industry. Prior to joining the firm, Travis was a Sr. Wealth advisor with a national successful advisory firm.
Travis has a bachelor’s degree in business finance from Wayne State College in Wayne, Nebraska. He is a CERTIFIED FINANCIAL PLANNER™. Travis holds his Series 4, 7, 24, 63 and 65 licenses. Travis has also obtained the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Nebraska. Travis is also a member of the Financial Planners Association (FPA) of Nebraska.
Travis and his wife Cindy have two daughters, Morgan and Kennedy. Most free time is spent cheering for the girls at basketball and soccer games. The Portwoods reside in Bennington NE.
Director of Investment Strategy/Senior Wealth Advisor