I grew up on Lake of the Woods in Warroad, MN. There was plenty of water, but almost no financial advice for people, including my parents. I wish someone had taken the time to get to know my parents and mapped out a strategy prior to me becoming a financial advisor, because it would have made a difference. Today, I strive to provide the same guidance to others that I wish my parents had received years ago.
I started investing with Edward Jones when I was in college. After graduating from the University of Minnesota - Duluth, I joined the firm in 2005. In 2008, I received my AAMS™ designation.
Today, I’m a seasoned veteran of over 18 years, and I still get excited to learn about people's hopes and dreams. I will take the time to get to know you as a person and listen to what matters most to you. Our team uses a five-step process to help build personalized strategies, and we will partner with you through the changes of life to help keep you on track.
My passion for serving others has led to numerous awards throughout my career. They include recognition for client service excellence and helping others. In 2014, I was recognized by my peers with the Edward Jones Spirit of Caring award, which recognizes financial advisors who exemplify the firm’s values and culture of giving back.
In addition to being a financial advisor, I was named a regional leader in 2016 and am responsible for nearly 60 branch teams in the greater Twin Cities. In 2019, I became an Edward Jones principal.
My passions include faith, family, food and travel. My wife, Stacia, and I have six children, and we are active at their school and at our parish, St. Michael’s Catholic Church. As a family, we like to cook, dance in the kitchen, tell stories, watch movies and read books. Stacia and I take time each year to get away and experience somewhere new.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Traveling
- Cooking
- Volunteering
- Hiking
Personal Interests
- Spending Time with Family
- Traveling
- Cooking
- Volunteering
- Hiking
Office Information
Phone Number
Travis J Amiot at (651) 603-6945Branch Team
- Andrea Alferness
- Sr. Branch Office Administrator
- Amy Hagen
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Andrea Alferness
- Sr. Branch Office Administrator
- Amy Hagen
- Sr. Branch Office Administrator
Branch Team
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