Travis Smith

Travis began his career in public accounting and has worked at both international and large regional firms. He received his undergraduate degree in business administration with an accounting concentration at The Citadel in Charleston, SC and a Masters of Professional Accountancy with an emphasis in taxation from Clemson University in Clemson, SC.

Travis became a Certified Public Accountant (CPA) in 2006 and subsequently earned the Personal Financial Specialist (PFS) designation after passing a comprehensive financial planning exam administered by the American Institute of Certified Public Accountants.

In addition, Travis serves clients as an Investment Advisor Representative (Series 65) and maintains his Life and Health insurance License.