Travis G. Bezella

Director of Financial Planning

Travis has a passion for helping clients achieve their specific goals. Working on a relationship base, Travis devotes himself to helping clients develop and implement plans that are custom tailored for each individual’s goals and objectives. Travis’ steadfast commitment to client relationships has made him an integral part of Work Optional,®   Inc.

Education and Experience

Before joining Work Optional,®   Inc., Travis worked with the Southwestern Company, where he participated in a leadership development program designed for goal-orientated individuals with an interest in entrepreneurship. After completing the training program, Travis was responsible for managing, training, and motivating teams of up to 30 individuals.

Travis attended the University of Minnesota, majoring in Economics. Travis holds a Series 65, Series 7 General Securities Representative, as well as the Minnesota Life, Accident & Health Insurance Licenses.

Travis’ continuing education includes completing the Financial Planning Certificate Program through Mankato State University.

Lifestyle

Travis enjoys working out, reading, snowboarding, camping, outdoor recreation, and travel.