Travis J Stolcis

Travis is the founder of Belle Financial, where he assumes the responsibility of asset management, counseling and advising clients, and assisting them with their cash management, insurance, investment, retirement, tax planning, and estate planning concerns. He serves as his clients' personal CFO by addressing their plans holistically and working through their short and long-term goals. Travis has an entrepreneurial spirit and desire to teach others. It's no surprise, then, that this is the perfect role for him. 

Travis has been in the financial services industry for over 15 years, including experience at large financial institutions like AIG Retirement Advisors and MetLife. Even after all that time, he still loves his job and going to work every day to serve and lead his clients. He has a genuine interest in the field of personal finance and financial planning and shares this passion with his clients in all that he does. He enjoys getting to spend time with his clients, exercising both his analytical and people-person muscles, and educating his clients in financial stewardship based on transcendent biblical principles. Through his work, he aims to have a positive impact on his client's lives financially, emotionally, vocationally, aspirationally, and spiritually. Travis is a Certified Kingdom Advisor which is a designation granted by Kingdom Advisors to individuals who are committed to vocational excellence and moral integrity, are believers in Jesus Christ and involved in a local church, are committed to growing personally and professionally, and are equipped to incorporate biblical wisdom within the areas of finance. Travis served as a Dave Ramsey SmartVestor Pro for 5 years and still enjoys working with loyal Dave Ramsey listeners. 

When not in the office, Travis enjoys spending time with his wife and three girls; hiking, reading, fly-fishing, camping and playing at the lake. (fun fact: Travis played in a rock band and co-wrote 3 CDs!).