Travis Schaat

Travis Schaat, CPA, is a seasoned financial professional with extensive experience in various roles within the finance and accounting sectors. Currently serving as a Senior Financial Advisor and Chief Financial Officer at Perspective Wealth Partners since April 2018, Travis has previously held the position of Principal Owner at Schaat Financial Solutions from 2016 to 2018. Additionally, Travis worked as a Program Administrator in the Investment Division at the Idaho State Treasurer's Office from 2013 to 2015 and as a Tax/Audit Associate at Eide Bailly LLP from 2010 to 2013. Earlier experience includes working as an Accounting Associate/Product Distribution at Teton Outfitters/Klim from 2008 to 2010. Travis holds a Bachelor of Science in Accounting and a Bachelor of Science in Business Management with an emphasis in Finance from Brigham Young University - Idaho, completed in 2011.