Travis~Martin Financial Services, LLC has been assisting individuals and businesses in meeting their investment and insurance needs for over 35 years.  Helping our clients realize their aspirations over the years has led to hundreds of successful partnerships and a reputation we are proud of.  We strive to offer the service you deserve and build the trust you have been searching for in a financial professional.

Judi Travis, Managing Partner

Judi works with clients on investments ranging from mutual funds to annuities to life insurance to alternative investment strategies.  She specializes in working with clients to find products and services that fit their individual financial strategies.  A graduate of the Univeristy of Texas at Austin, Judi is a current qualifying member of the Million Dollar Round Table and the Texas Leaders Round Table.

Jesse Travis, Managing Partner

Jesse graduated with honors from New Mexico State University with degrees in business and communications.  His background includes positions in sales, finance, and executive support with AT&T.  This experience contributes to his understanding of employee benefits and business insurance needs.  Jesse also coaches employee groups to make positive life changes and improve their overall understanding of financial markets.

Joanna Mayle, Office Manager

Joanna processes all enrollment, disbursement, and termination paperwork as well as manages the billing and requisition process.  She fields group plan account inquiries and follow-up and works directly with clients to resolve insurance claims issues on their behalf.

Greg Stenoien, Intern

Greg, a Norwegian, graduated from Trinity University with a degree in Spanish in May of 2010 and plans to enroll in medical school in the Fall of 2011.  Greg currently oversees database administration and is spearheading the Prescription Drug Discount Program.

Meredith Weaver, Intern

Meredith recently graduated from Texas A&M University and is currently pursuing her Masters degree at Incarnate Word University in San Antonio.  She is responsible for all group, life and health filing and file management.

Why TMFS?

We are living in uncertain times with great volatility.  A professional firm with over 35 years of experience can explain complex issues in simple terms.  An experienced firm with high integrity and a passion for its industry has significant value.

In these troubling times, you don't want to work with anyone less qualified.

Make an appointment to discuss your individual concerns by contacting us today.