Not everyone experiences food stamps growing up, but Travis Freeman did.

“Those challenging financial times sparked a powerful interest in money at a young age. Today, I’m blessed with a unique skillset and a talented team that allow me to help families who have worked hard to create their wealth.”

Coming from humble beginnings led Travis to want to understand the powers of money and financial planning. After earning a B.S. in Finance from Missouri State University, he started an independent financial planning practice to help others build and manage wealth.

By 2018, Travis and his team merged with Moneta to gain access to new resources and solutions for his clients. Today, he brings his combination of life experience, education, and professional acumen to help affluent business executives and their families wisely manage their wealth. A frequent television guest on KTVI Channel 2, Travis has been quoted in publications such as The Wall Street Journal, St. Louis Business Journal, St. Louis Magazine, Kansas City Business Journal, Plan Sponsor magazine, Investment News and more. He also published a book, Make Your Money Work. He also has become deeply involved in his local business and civic communities, serving on multiple boards, including College Bound, the MSU Foundation, the Moneta Charitable Foundation, and The Fulton School.

Outside of work, Travis and his wife, Marina, enjoy traveling and spending time with their identical twin boys, Bruce and Dominic. Travis also enjoys golf and spending time outdoors, especially if sporting clays are involved.

• CERTIFIED FINANCIAL PLANNER™
• Missouri State University Board of Governors
• College Bound, board member
• Moneta Board of Managers, ad-hoc member
• Moneta Charitable Foundation, trustee
• The Fulton School, board member
• Five Star Wealth Manager award recipient, multiple years
• Past community involvement:
  • President of the Financial Planning Association of St. Louis
  • President of the Financial Management Association of Springfield
  • University of Missouri St. Louis Finance Advisory Board, member
  • Missouri State University Foundation, trustee