Travis Carleton

Travis Carleton, CPA CRU, has an extensive background in finance and management, working in various roles in credit unions, mortgage companies, and financial services firms. With experience ranging from financial analysis to audit staff, Travis has showcased their expertise in different areas of the financial sector. Travis holds a Bachelor of Business Administration degree in Finance from The University of Texas at Austin, a Master of Science in Finance from The University of Texas at San Antonio, and a Financial Planning Certificate from University of Texas Continuing Education.