Travis Sholin

Travis Sholin is the CEO and Family Wealth Advisor at Keystone Financial, where he helps high-net-worth families, family offices, and business owners across the world simplify their lives, minimize taxes, maximize potential, and preserve wealth across generations. A Certified Financial Planner™, Travis holds a Ph.D. from Kansas State University, an MBA from Creighton, and a Finance degree from the University of Colorado at Colorado Springs, along with his Series 7, 66, and life insurance licenses.

In his practice, Travis integrates financial therapy, estate planning, CFO/accounting/tax strategy, and investment management. He serves on the boards of the Financial Therapy Association, the UNO Banking & Finance Advisory Board, and the UNO Economics Board, where he helps guide the next generation of financial leaders.

Travis is passionate about service and global impact. A Rotarian and advisor to the Healing Kadi Foundation, he spent three months volunteering in Uganda and remains active in humanitarian work across Africa. Outside of work, he enjoys traveling, speaking, and spending time with his wife and four children.