I’ve worked in the financial services industry since 2019, beginning as a financial representative. Much of my experience has focused on a holistic approach to financial planning. I was encouraged to join the industry by my Pastor, whose thoughtful and caring approach to his own work inspired me to do the same in helping others achieve their financial goals.
Finances can be a taboo subject for many people and are often the source of stress, confusion and frustration. I believe my job is to break down complex ideas into clear, actionable strategies so my clients have confidence they are making the best decisions for themselves and their families. My goal is to help clients avoid key failure points in their financial lives because when we do that together, you are on a path to long term success.
Free time is mostly dedicated to my wife, son, and our numerous animals. Volunteering is important to me and I serve as the President of my local Kiwanis Club. Hobbies include hunting, backpacking, and two (or more) hour board games.
It will be my pleasure to help you avoid failure points in your financial life so I look forward to meeting you and beginning our work together.
Travis D. Mattson is a Investment Advisor Representative offering Advisory Services and Financial Planning through Vicus Capital, Inc., a federally Registered Investment Adviser. Travis D. Mattson is a Non-registered associated person of Cetera Wealth Services LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.