Experience

Travis embarked on his financial services career with Smith Barney in 1999 and has been managing his practice at UBS since 2005. As a Managing Director, Wealth Advisor, and Senior Portfolio Manager based in Birmingham, Michigan, Travis brings over 26 years of industry experience. He leads his team as the primary Financial Advisor and business manager, ensuring that his clients' financial dreams and goals become a reality. Travis specializes in financial planning for families of all ages, legacy planning, retirement planning, business succession planning for both small and large enterprises, and endowment planning.

Before becoming a Financial Advisor, Travis managed his family’s retail sporting goods store after his father passed away in 1994. This experience instilled in him a deep understanding of business owners' concerns and needs. Building long-standing client relationships and trust comes naturally to Travis, who is a people person at heart. His clients' trust in his ability to secure their financial futures is the cornerstone of his practice.

A native of Brighton, MI Travis graduated from Detroit Catholic Central and earned a B.B.A. in Business Management from Western Michigan University. He obtained his Certified Financial Planner™ certification in 2008, meeting the rigorous education, examination, and ethics requirements set by the Certified Financial Planner Board of Standards. Travis has been recognized as a Best-in-State Wealth Advisor by Forbes Magazine for eight consecutive years, a testament to his excellence in the field.

Beyond his professional life, Travis is deeply committed to his family, community, and church. He resides in South Lyon, MI with his wife, Mina, and their sons, Christopher and Luke. In his spare time, Travis supports various US Veterans organizations and enjoys playing sports, including competitive adult soccer as a goalkeeper. He also has a passion for basketball, golf, and boating with friends and family. When time permits, Travis loves traveling with his wife and exploring new destinations.

Joel joined the Shaw Miller Wealth Management Group in 2012, following completion of his internship with the team in 2011 and graduation from University of Michigan with a major in finance in 2012. Joel serves as the team’s operations administrator. He is a focused problem solver and ensures that all operations and account administration run smoothly for clients. He is a computer-savvy, service-oriented member of the team and strives to create the best outcomes possible.

Joel graduated from the University of Michigan with a major in finance in 2012. Joel also holds a Series 7 securities license. He enjoys sports as a hobby and, having played competitive hockey in college, now plays on a recreational league. He coaches 9- and 11-year olds in Macomb, MI, and directs his church choir. He grew up in southeastern Michigan, where his family still resides.