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Travis Poodiack

CFP®, CO-FOUNDER

    My path to finance was carved out early, inspired by the community and family values I grew up with in a small town in New Hampshire.

    I wanted a career that would allow me to make a genuine difference for people. And for me, helping you plan your finances for the life you want to live is exactly that.

    People work hard for their money. I’m here to help them make the most of it. When it comes to investing and financial planning, it’s the tiny details I like the most — because those details, while they may seem small now, are part of the big picture. And they will carry through to affect the rest of your life and ultimately your legacy.

    Home is where the heart is, and mine is in Bennington, NH, where I enjoy my passion for cooking, spending time with my loved ones and playing with Colter, my English Springer Spaniel.