Since 1998, Travis has helped his clients find clarity and confidence in their financial lives. The goals and objectives can on the surface seem simple, but the complexities of investing, retirement planning, risk management, estate planning, tax strategy, business planning, social security strategy, and transitioning to the income distribution and decumulation phase of life in retirement can be overwhelming; which is why clients turn to him. Utilizing a comprehensive wealth management planning approach, Travis helps his clients answer two profound questions: “Will I make it?” and “Do I have any financial blind spots?” Travis’ clients include prominent business owners, executives, professionals and retirees. For Travis, seeing clients accomplish their financial goals and objectives and enjoying the long-term relationships created and developed over time is one of the most rewarding aspects of his work.
Travis was a founding member and currently is a partner of Sterling Financial Group, LLC. With the focus being entirely on the client and providing the best solutions and client experience, Sterling Financial has chosen to affiliate with one of the elite, best of class, independent broker/dealers in the country, Commonwealth Financial Network. Being independent is essential to providing high-quality financial service and guidance, as it allows Travis to remain free to act in client’s best interest. The partnership with Commonwealth allows access to vast resources and an extensive team of the brightest minds and experts in the financial industry. Travis has received numerous awards and recognition from Commonwealth, honoring his work with clients and his approach to financial planning.
Travis graduated from Ricks College with an Associate of Science and the University of Utah with a Bachelor of Finance. Travis holds his FINRA Series 7, 63 and 65 registrations. Travis holds professional designations, including the prestigious Accredited Investment Fiduciary (AIF®) and Retirement Income Certified Professional (RICP®) designations. As an AIF® designee, Travis has the expertise to help ensure the investment wealth management process is managed to an appropriate fiduciary standard. Providing dynamic planning and custom strategy with pre-retirees and retirees is an area of real expertise for Travis. As an RICP®, Travis is trained as a specialist in income distribution and decumulation strategy, social security strategy and legacy planning with clients who are transitioning into and currently retired. As a sought-after speaker, Travis has spoken to many groups and taught numerous seminars. Travis has also taught an MBA course at Westminster College on personal finance.
Travis and his wife, Mollie, live in Holladay, Utah with their children. Travis and Mollie are devoted to their family, community, faith and service. Travis is involved with many charitable endeavors, including serving on the Planned Gifts Committee at Primary Children’s Hospital in Salt Lake City, Utah. Additionally, Travis and Mollie host an annual holiday fundraiser for the Road Home Shelter of Salt Lake City. Through the years, Travis has volunteered his time extensively as a coach of many super-league sports teams for the Olympus Titans. Travis enjoys college and professional sports, golfing, reading and spending vacation time anywhere the weather is warm and a beach is nearby.
Connor Nordgren is a dedicated Financial Services Associate who graduated from Utah Valley University with a Bachelor of Science in Financial Planning in May 2024. During his time at Utah Valley, Connor worked at the Money Success Center, an on-campus resource where he helped fellow students learn how to budget, manage student loans, and develop healthy financial habits. He also distinguished himself as a member of a case study team that advanced to the collegiate national championship for financial planning.
Connor has obtained the FINRA SIE, Series 7, and Series 63 licenses, and throughout his time at UVU, he prepared for the CERTIFIED FINANCIAL PLANNER™ (CFP®) examination, which he successfully passed in March 2024. He is now diligently working towards fulfilling the required hours to earn this prestigious designation.
Connor is passionate about the unique blend of analytical problem-solving and empathetic client service that financial planning offers. He takes great pride in assisting Travis Nordgren by helping him craft comprehensive financial plans that address every aspect of their client’s financial well-being. This includes considering their tax planning, optimizing investment strategies, assessing insurance risks, and planning for their legacy and estate needs to help clients pursue their financial goals and objectives.
Connor is excited to help all individuals, no matter where they are in their financial journey. Whether working with a young individual or couple looking to get started but unsure how, accomplished business owners or professionals seeking innovative approaches to wealth building, or retirees aiming to make their money last throughout retirement while enjoying time with friends and family, Connor is committed to providing tailored, thoughtful guidance for every stage of life.
Connor lives in Millcreek, Utah, with his wife and best friend, Alyssa. They enjoy spending quality time together. A big Utah Jazz fan, Connor is passionate about sports and loves both watching and playing them. He particularly enjoys playing basketball and golf, bringing the same energy and dedication to his athletic pursuits as he does to his work. This enthusiasm translates into his commitment to providing clients with the best possible financial experience.
Wealth Map
