Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Travis Federick

Travis Federick

CRPC®, CDFA®

Financial Advisor

Vice President
Visit Travis Federick's website

Team

Mark Blankinship

Mark Blankinship

Registered Client Service Associate

Qualifications

  • Mark comes to us with over 20 years of financial industry experience. , Mark loves spending time with his family, bike riding, and home improvement projects.

Roles & Responsibilities

  • - Providing clients with exceptional client service
  • - Trade execution for clients
  • - Manage client/prospect events & follow-up
  • - Scheudling client/prospect visits
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