Broker Check

Our Team

Travis J. Holt



Travis has been providing investment planning and financial services for his clients since 2002.

His commitment is to provide financial knowledge, strategies and implementation services to his clients. Once his client’s objectives are clear, his goal is to protect, preserve, grow and assist in planning the disposition of his client’s capital. For Travis, wealth management is about setting personal and business goals and objectives and helping his clients pursue those goals.

Travis holds a degree in Agricultural Education from UW-Madison and a Masters in Agribusiness from Kansas State University. He is also a graduate of the Graduate School of Banking. He holds FINRA Series 7, 63 and 65 Securities registrations with LPL Financial, and holds State of Wisconsin Health and Life Insurance licenses.

Sharon Wilsmann



Sharon Wilsmann has over 23 years in the investment industry.

Integrity is the cornerstone of Sharon’s approach to financial planning. She seeks to put clients first. That approach begins at your first meeting, where she will get to know you, your investment goals and preferences.

She holds FINRA Series 6, 7 and 63 Securities registrations with LPL Financial, and holds Wisconsin Life and Health Insurance Licenses.

Sharon looks forward to helping you clarify your financial picture, sort through the complexity of choices, and make strategic, well-planned decisions regarding your wealth and your future.