Staff Profiles

Travis Goodman, CFA
Financial Advisor

Travis has primary responsibility for the asset/liability analysis of credit unions by reviewing their current balance sheet structure and risk position. In this role, Mr. Goodman focuses on developing and reviewing the client's ALM strategy in order to improve and maximize performance within acceptable risk parameters. Additionally, he assists client's ability to improve performance given future rate expectations by performing various "what-if" analyses. He joined the firm in 2003.

Mr. Goodman holds a bachelor's of science business administration with a double major in finance and marketing from the Eller School of Business at the University of Arizona. He also has attained the Chartered Financial Analyst (CFA) designation.

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