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travisTravis Classen

Wealth Advisor

Travis grew up in Cleveland and attended Gilmour Academy. After high school, he attended Loyola Marymount University in Los Angeles where he received his bachelor's in business administration with a concentration in finance.  

After graduating, Travis moved back to Cleveland where he invested in real estate for two years until the market began to weaken in 2007.  He then joined Ancora Advisors and received his FINRA Series 7 license. At Ancora, he worked primarily on equity trading and asset movement for the Ancora mutual funds, hedge funds, institutional, and individual clients.  

Travis left Ancora to join Mestmaker & Petrey Wealth Advisors in 2014 as a wealth advisor expanding the company to Cleveland.  

Currently, Travis is also a financial director for a non-profit organization; The Mute Swan. He makes an annual trip each February to volunteer in Guatemala for HELPS International.  

While in Cleveland, Travis enjoys sailing, concerts, cooking, and volunteer work.