Meet Travis


Senior Plan Compliance Analyst

Travis has worked in the retirement plan industry since 2010. His areas of expertise include administration and daily recordkeeping of 401(k) and Profit Sharing plans, compliance testing and preparation of government forms. Travis is an active member of the American Society of Pension Professionals & Actuaries (ASPPA) and has earned the professional designation of Qualified 401(k) Administrator (QKA). Currently, Travis is working towards the professional designation of Tax-Exempt & Governmental Plan Consultant (TGPC).

You can reach Travis via phone at 504-602-1314 or via email at