Travis William Shultz

Financial Advisor

Professional

Clients often ask me how I ended up in financial planning. When I was living in Guatemala, I ran a composting company to give jobs to the at-risk youth that lived in and around the dump. I noticed that the kids would often spend their weekly salary in a day. I began teaching them how to save and spend wisely. Every week we would meet as a group, and often one-on-one, to create healthy financial habits. Volunteers from the States offered to match the employees’ savings dollar for dollar. I got to see firsthand the impact of financial freedom on my friends in Guatemala. This translated into a desire to come alongside people in the U.S. to help them strategize with their financial planning so that they could focus on the things that matter most in life: faith, family, friends, and bettering their communities.

 

Years of Experience

Representing Northwestern Mutual since 2012.

Education

Degree Major Institution
Master of Science University of Massachusetts - Amherst
Bachelor of Science University of Massachusetts - Amherst
Associate of Science University of Massachusetts - Amherst
 

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