Travis Smith, RFP

Investment Consultant

Travis founded SAGE WEALTH MANAGEMENT in May, 2005.  Travis’ office is affiliated with LPL Financial which is the largest independent brokerage firm in the country.  Prior to opening his own investment office, he was a financial advisor through the Financial Institutions Division of Raymond James Financial Services for 12 years. 

Travis is a Registered Financial Planner and holds the Series 6, 7, 24, 63 and 65 Registrations through LPL Financial.  In addition, Travis also holds life, health and variable annuity insurance licenses. 

Travis is a 4th generation Park County resident and makes his home in Clark, Wyoming with his wife, Carei, daughters, Tia, Shyanne and Aspen and son Chase.