Travis Sholin is a Financial Advisor at Keystone Financial. Travis received his bachelor's degree in Finance from the University of Colorado at Colorado Springs and his MBA from Creighton University. Travis has his Series 7 and Series 66 licenses, in addition to being a Certified Financial Planner (CFP®). He is also a licensed life insurance representative.
Travis meets with all ages of clients and helps clients with retirement and life planning. He specializes in assisting high-net-worth clientele across the United States. He takes pride in giving people confidence while focusing on estate planning and sustaining intergenerational wealth.
Travis is a young professional leader in the Omaha Business Ethics Alliance, focusing on educating the community on ethics and ethical principles. He is also a Rotarian, inspired by non-profit work world-wide. He has spent 3 months in Uganda volunteering and plans to continue his work in Africa throughout his lifetime.