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Our financial advice team


Travis Van Dyke

Travis Van Dyke

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
TruBridge Wealth Advisors
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education

Interests

I proudly grew up in a farming family in Hillsboro, Oregon. I've had many interests mostly centered around sports, including basketball and baseball. I also earned my Eagle Scout. I was given an opportunity to assist Habitat for Humanity in rebuilding their accounting systems and learned how important community involvement is. This continues to drive me and now I participate in Leadership Hillsboro to better engage in the complexities of communities.

I recently married and look forward to what's ahead.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 and Series 66 Investment Licensed
  • Life, Disability, and Long Term Care Insurance Licensed

Education

  • Bachelor of Science, Finance, Oregon State University
Newsletter

to receive my newsletters and other financial and market information

Community participation

  • National Day of Service
  • Leadership Hillsboro - Hillsboro Chamber of Commerce