Oct 11, 2022
Travis Sholin is a Financial 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 mission is to harness strength from higher powers to live a life dedicated to serving others.
Travis' whole heart is his job — there is nothing he would rather do than help the community save, invest, insure, and plan their lives from start to finish. At Keystone has no minimums and no cost to speak with us. Travis feel it is their duty to help as many people as possible, regardless of class.
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 two children, traveling, speaking, and educating all those he can with financial literacy.
To connect with Travis, you may reach him on:
LinkedIn: https://www.linkedin.com/in/travissholin
Email: travis@keystonefinancial.us
I'm excited to announce that my book Lifetime to Legacy launched on June 21st! The book is all about how to take your family business from a lifetime business to a legacy business. To order you may buy on Amazon here