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Senior Planner

Travis Ferguson


Certified Public Accountant (CPA)
Investment Advisor Representative (IAR)
BBA – Accounting, Texas A&M University (Magna Cum Laude)
MS – Finance, Texas A&M University

Previous Experience:

Travis began his career with the Dallas office of Deloitte Touche Tohmatsu Limited, where he worked as a tax consultant in the Federal Business Tax Services Group, focusing on federal and state tax compliance and planning for hedge funds, energy companies and high-worth individuals. He then continued his public accounting career at UHY Advisors. There he worked as a tax senior in the Federal Tax Compliance Group, specializing in federal and state tax compliance and planning for oil & gas companies, manufacturing companies and high-worth individuals.

Family Life:

Travis and his wife, Gina, are parents to two daughters, Georgia and Ruth, and two sons, Hayes and Pearce.   

Outside the Office, You’ll Find Him:

After graduating from college, Travis took a life-changing trip backpacking through Europe and visiting the Holy Land. Each month he and his wife help serve a church-wide meal to more than 300 people. 

Something Most People Don’t Know:

Travis and his wife met in their seventh-grade reading class.

Words of Wisdom:

Do your best and forget the rest.

Team Ferguson

Associate Planner: Alicia Porte
Paraplanner: Joshua Davis
CSS Manager: Melinda Johnson

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