Travis Sievers

Travis Sievers is an experienced relationship builder and solution finder with a strong background in financial services. They have held various roles, including Senior Manager of Brokerage Client Services at Fidelity Investments and Director of Transitions at Crux Wealth Advisors. Previously, Travis worked as a Senior Client Experience Consultant at Lincoln Financial Network and an Operations Analyst at Signator Investors, Inc. They earned a Bachelor of Science in Finance from Plymouth State University and thrive in managing multiple projects while helping others achieve their goals.