Travis Johnstone is a Trader and Wealth Management Analyst at the firm. He earned his bachelor’s degree in Finance from Utah Tech University in May 2025. Travis is focused on continuing to grow his career in wealth management, with the long-term goal of becoming an advisor and specializing in efficient portfolio construction and investment management. He has a strong interest in market dynamics, risk management, and developing investment strategies that align with clients’ long-term objectives.
Outside of the office, Travis enjoys staying active through dirt biking, spending time outdoors, and traveling with his wife and dog. He values continuous learning and brings a thoughtful, disciplined approach to both his professional development and his work supporting clients and advisors.