Travis Sholin PhD, CFP®
Travis Sholin is the CEO and Wealth Advisor at Keystone Financial. Travis received his Ph.D. from Kansas State University, MBA from Creighton University, and bachelor’s degree in Finance from the University of Colorado at Colorado Springs. Travis is a Certified Financial Planner (CFP®) and holds his Series 7 and Series 66 licenses. He is also a licensed life insurance representative.
Travis 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. Financial therapy is also a part of his practice.
Travis is involved in the Omaha Business Ethics Alliance, focusing on educating the community on ethics and ethical principles. He is a Rotarian, inspired by non-profit work worldwide. He is an advisor to the Healing Kadi Foundation in South Sudan, has spent three months in Uganda volunteering, and plans to continue his work in Africa throughout his lifetime. He enjoys spending time with his wife and three children, traveling, speaking, and educating all those he can with financial literacy.