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Travis Franks

Client Service Specialist

Travis Franks is the newest member of the Prosperity Planning team who has joined us as Client Services Specialist. Travis returns to us after completing our summer internship program in 2023. A recent graduate from the University of Missouri with a bachelor’s degree in Personal Financial Planning, Travis will support both client services and operations and act as our onboarding specialist. You can expect to hear from him periodically as part of regular firm communications as well as individual account service needs.

Travis grew up in Branson Missouri and Columbia Missouri, but has always enjoyed watching all the local Kansas City sports teams including the Chiefs and Sporting Kansas City. When he is not at work, you can find him spending time with his wife Layla. He enjoys smoking (or eating) some BBQ, or reading a historical fiction novel.

Education and Certifications
  • Bachelor of Science, Personal Financial Planning, University of Missouri - Columbia
  • CERTIFIED FINANCIAL PLANNER™ Candidate

     

Memberships and Community Involvement
  • Member of Northland Church in Kansas City, Missouri
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1920 Buchanan Street, North Kansas City, Missouri 64116 | (816) 587-7526 | info@prosperityplanning.com

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Investment advisory services offered through Prosperity Planning, Inc., a registered investment advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.