Travis has been providing financial planning advice and leadership to clients for 18 years. Prior to founding Insight Wealth Partners in 2010, Travis spent 16 years as a CERTIFIED FINANCIAL PLANNER™ practitioner and Principal with Middlebrook, Dryden, Carter and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. In 2009 and 2010, Mr. Carter was named one of Texas Monthly magazine’s FIVE STAR Wealth Managers – an accolade awarded to wealth managers who provide their clients with exceptional client service. Travis is recognized for his leadership in portfolio design and retirement income planning for clients in retirement or transitioning into retirement. Travis has provided leadership and advice to many families and individual clients. Travis graduated from The University of North Texas in 1994 with a Bachelor of Business Administration, a core concentration in finance. In 2007 he was recognized by the University of North Texas as one of the University’s Outstanding Alumni in Finance. Travis is a member of the Financial Planning Association, and participates in several local industry and community organizations, including Kingdom Advisors, Investment Management Consultants Association, Veterans of Foreign Wars, the 7th Infantry Division Association, Hurricane Creek Country Club, and First Baptist Church of Mckinney. Travis has been married to Lisa for 20 years. They have three children: Braeden, age 17; Cole, age 15; and Lily, age 10. In his spare time, he enjoys many outdoor activities including gardening, fishing, golf, and helping his children show livestock with the Mckinney FFA. |
