Travis is a highly experienced financial advisor who is dedicated to enriching our clients’ lives by providing clarity and confidence in their financial decision making. As President of Evans Financial Group, he honors the legacy of our 3-generations family business to support clients with unparalleled, personalized service and thorough support across their wealth management. With each client, Travis aims to meet and exceed their financial goals with comprehensive financial planning that helps them avoid unnecessary risks, debt traps, and taxation, while prioritizing asset growth and protection.
Travis is distinguished in the financial services industry as a best-selling co-author of 2 books and has earned numerous credentials. He is a Certified Financial PlannerTM professional and strictly adheres to the CFP® code of ethics. Helping our clients improve their lives is his mission, and Travis puts each of our clients’ needs first in everything his does on their behalf. From providing macroeconomic oversight to developing strategic financial plans, Travis is mindful of his clients’ goals and needs, and works every day to make their vision possible.
Unique in his training, Travis is also one of less than 500 elite tax professionals that have completed the American Institute for Certified Tax Coaches’ training academy. As a result, he received the Certified Tax CoachTM designation and adamantly stays current with new legislation and ever-changing solutions that could impact clients’ goals and open up new possibilities. He’s also developed a proprietary process, Economic Efficiency Engineering®, that utilizes conservative and academically verified methodology to provide greater forecasted retirement income.
Before joining his father’s financial advisory business in 1992, Travis spent one year as a commercial real estate appraiser. After this experience, he realized that helping people steward their assets was his calling. So, he joined the family business in order to apply his skills and help make a difference in our clients’ lives. Between 1986 and 1991, Travis earned his bachelor’s and master’s degrees in 5 ½ years, and represented Texas A&M as a scholarship athlete on both the football and rodeo teams. While in school, Travis was elected Fellowship of Christian Athlete’s Male Athlete of the Year in Texas and was a two-time award winner of GTE’s Academic Achievement Award for student athletes.
Widowed in 2005, Travis is the proud father of Landon and Emilie, and in 2011, was blessed to marry Kate Toomey, a fellow Aggie and owner of Life-In-Stride Riding Academy. In his spare time, Travis enjoys serving as a director for the Texas Senior Pro Rodeo Assoc, spending time with family and friends, fishing, hunting, and training horses. He and Kate also love to travel and enjoy visiting tropical beaches and exploring new destinations.
LICENSES & ACCREDITATIONS
- Certified Tax Coach™
- Certified Estate Planner, TM
- Life / Health & Annuity Licensed
AREAS OF EXPERTISE
- Income Strategies
- Estate Planning
- Life Insurance
- Planning Strategies