Travis R. Baldridge
Travis has been in the financial planning profession since 2003 and has received multiple designations in the financial industry, including Investment Advisor Representative. In addition, he is currently working to earn the Certified Financial Planner designation. Travis also obtained a BS from Tennessee Wesleyan College. His practice expertise is in the area of individual investment planning, individual insurance risk planning, and corporate benefit plans. His primary goal is helping people make informed decisions about their future financial security and success. He adheres to a thorough process that helps him best understand his clients, their needs, dreams, goals, and concerns. Travis is a Founding and Executive Director of CrossBridge Wealth Management & Benefits Group.
Clients know Travis is concerned about their success far beyond their finances. He extends his services beyond financial planning to help people achieve success in other areas of their lives as well. He is approachable. Clients are encouraged to ask questions. Ultimately they feel comfortable with the business process and Travis's commitment to building strong relationships. He makes the effort to educate and inform clients to the best of his ability so they can make informed decisions about their financial future.
In his personal time, Travis enjoys outdoor activities, athletics, reading, traveling, financial/investment research, real estate, church, and community and volunteer activities. He and his wife Erica have a son named Ben and a daughter named Margo.