Travis Poodiack

Travis Poodiack, CFP®, is a Co-Founder and Owner of Birch Financial Group, having started this role in October 2024. Prior to this, Travis served as Vice President and Wealth Manager at Steward Partners Global Advisory from November 2016 to October 2024, where responsibilities included comprehensive wealth planning and investment strategy implementation for diverse clientele. Earlier experience includes working as a Financial Advisor at Poodiack Wealth Management Group of Wells Fargo Advisors, LLC, from September 2015 to November 2016. Travis holds a Bachelor of Science (BS) in Business Administration with a focus on Finance, earned from the University of New Hampshire's Peter T. Paul College of Business and Economics between 2011 and 2015.