Travis Liedke


Team Member

Ph: 248.247.7316

Travis assists in the day to day operations of the Outsourcing Department. He is directly involved in creating and delivering financial plans as well as other client documents and reports. Travis has received a Bachelor’s degree in Economics from Michigan State University. He is a passionate sports fan, especially anything involving Michigan State and in his spare time, Travis likes to be on the golf course as well as spending time with friends and family.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.

At the Core of Each Service is a Relationship Built On Trust

Meet Our Team