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Get to know Travis Wiltgen

travis

Travis Wiltgen

Operations Analyst

Travis focuses on seamlessly bringing on new clients and implementing, servicing and conducting annual reviews for existing clients. He is passionate about finance and helping others, which makes helping clients with holistic planning a perfect fit.

Before he came to Retirement Income Strategies, Travis spent more than six years with a financial firm in San Diego. With a deep understanding of the business, he provided education and guidance to advisors and their clients across the country with an end goal of helping people to and through retirement.

Travis grew up in Onalaska, Wisconsin, and earned his Bachelor of Arts degrees in business administration and public relations from Coe College in Cedar Rapids, Iowa. He holds insurance licenses across multiple lines, including life, accident and health, as well as property and casualty.

Travis has a passion for fitness, traveling and spending time with his wife, Xica. He is an extremely dedicated sports fan to the Green Bay Packers, Chicago Cubs and Iowa Hawkeyes.

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