Travis Poole
CEO
Ready to focus on your financial goals? I can help. Your goals — my focus. Let’s put the strategies together to work for you. Whether your priority is personal finances, your business, or both, I’m committed to helping you work towards your financial goals.
EXPERIENCE:
Travis is an experienced financial professional with knowledge surrounding tax strategies, insurance, investments, wills and trusts, and property and casualty insurance. Practicing in the insurance and financial services industry since 2006, Travis uses a holistic approach, focusing on providing comprehensive and innovative solutions. His expertise is helping his business owners clients protect their business, their employees, and their personal lifestyle.
EDUCATION & CREDENTIALS
Travis earned a Bachelor’s Degree in Finance from the University of Tennessee at Chattanooga. He is FINRA Series 6 and 63 securities registered, a CERTIFIED FINANCIAL PLANNER™ professional, and is insurance licensed for Life, Health and Annuities.
INTERESTS:
Travis resides in Signal Mountain, TN with his wife and children. He enjoyes travelling with his family in their motorhome and taking his daughters to the golf course. One of his favorite times of the year is during the World’s Longest Yard Sale where he and his family sell hot dogs, smoked bologna, biscuits, sweet tea and lemonade on their property in Signal Mountain. His community involvement includes the Mountain Education Foundation and the UTC Planned Giving Council.
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