Broker Check
Travis Kroeger

Travis Kroeger

Financial Planner

Travis started his financial services career with MassMutual Life Insurance Company in 2004 as a life insurance agent. In December of 2011, he began working with his father Gerry Kroeger who has been a financial advisor since 1984. In February of 2016 Travis became a registered representative with KMS Financial Services, Inc.

Travis’ focus has been on wealth management and retirement planning using software like eMoney to create a year by year plan for clients to simplify their financial future. He also specializes in life, disability and long term care insurances. If you ask him what his main focus
is, his response will be the heart of his clients. He believes it is his job to first understand the dreams and desires of his client and then execute a plan that will bring those dreams to fruition. Travis is of the opinion that each client has a unique circumstance and deserves equal thoughtfulness.

Growing up in the Midwest, he learned early on to appreciate the simple things in life and the great outdoors. Having spent his teenage years living in the Pacific Northwest, his outdoor enthusiasm has grown. His main passions include surfing and snowboarding. Travis graduated from Seattle Pacific in 2003 where he met the love of his life Denee.' They have been married going on 14 years, and have three incredible and active children. It also be mentioned that Travis is a huge Cubs fan. Currently Travis enjoys singing once a month at his church, where he also helps with the children’s ministry, and is currently on their board serving as treasurer. He is also on the finance committee at Western Oregon University.