CESAR LAUPER, CFP®...

July 23, 2020

TRIXIE ROWEIN, CFP...

July 23, 2020

DARCY BELL, CFP®,...

July 21, 2020

ANGELA LARIMER, MA...

July 8, 2020

MICHAEL SANSON, CI...

July 3, 2020

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January 7, 2020

                                                               TRAVIS FORMAN

The summer of 2019 has seen Travis Forman experiencing the hottest stage of his career and life. And it has nothing to do with the weather or climate change

He’s a new father; he’s the senior vice-president of an ever-growing wealth management practice; and he oversees an alternative investments private debt real estate pool that’s “grown to just under $300 million in 15 months, which is fantastic.”

“As far as my business...

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