Growing up, my dad was a teacher and both of my parents owned small businesses. We never had a large income, but they seemed to make ends meet. I remember in 5th grade being at the gas station with my dad and asking him how he knew how much gas to put into our car. He told me he keeps track of his bank account so he knows how much money is in there, and as a result he knew that he could afford to fill the car up with gas. That message stayed with me. While I am sure I didn't make the connection at the time, I later realized what a great life lesson that was.
During my career, I have held financial positions with Principal Financial Group in Des Moines, primarily working with group retirement plans most notably as a senior education specialist. While at Principal, I found that many people need help understanding the financial world; almost like it is another language. I also realized I have an innate ability to relate this complex world of investments and finances for anyone to understand.
When I was exploring options to become a financial advisor, Edward Jones was my first choice. Edward Jones' training is unparalleled, ensuring we are equipped to help our clients. I work closely with my branch office administrator, Maddie Starman, to help clients reach their financial goals.
The Edward Jones culture also allows me to spend quality time raising my three young kids, Decker, Beckett and Sutton, alongside my beautiful wife, Kerri, in Waukee, Iowa while also working around my clients' schedules.
I enjoy supporting my community by being active in the Waukee Chamber, Waukee YMCA, Knights of Columbus and Lion's Club. In my free time, if we aren't working on home projects, you can find me on the golf course or biking some of the many trails Iowa has to offer.
I'd love to talk with you to see how we may partner together to meet your financial goals. If our office seems like a good fit, give us a call or stop by. We look forward to meeting you and earning your business.
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- New Investors
My Personal Interests
- Spending Time with Family
- Home Improvement
Phone NumberTravis Gaule at (515) 270-5375
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