Travis Buck, AAMS© AWMA©

Stock Options, Crypto, Tax Planning

Travis Buck, AAMS© AWMA©
Sr. Wealth Manager

Hey there, my name is Travis Buck! I have a deep commitmentto using my talents to help people, which is why I am a Senior Wealth Managerwith Vincere. I graduated with a degree in Finance from Cal Poly SLO and, aftera stint in the chem industry, I spent 6 years advising clients through afortune 500 firm. I learned a great deal there, but the corporate world isn’tdesigned to put clients first and I was being told to do a lot more selling anda lot less helping. That led me to join my friend Josh, his partner Isaiah andthe wonderful team they have put together at Vincere.

I grew up surrounded by people I love being frightened bymoney. They were scared that it was going to run out, did not understand how tomanage it and passed this fear on to those they cared about. Because we putsuch a low focus on Financial Education in our culture, most of us walk aroundfeeling unsure about our next steps and our path forward in finance. My role isto solve this problem, and help people feel stress-free and confident in theirfuture.

I specialize in Complex Financial Planning, Equity Comp TaxAnalysis and Crypto Evaluation/Taxes but also love diving into every nook andcranny of the world of wealth management with my clients. I work with peopleacross the country and have helped build businesses, start real estate empires,navigate IPO’s, plan for kids (have a lot of experience here!) and more.

Outside of finance, my passion lies in learning. I primarilyread books and listen to podcasts in the science/philosophy/psychology fields,but I am willing to journey anywhere learning will take me. Some of my favoritebooks are “Enlightenment Now” by Steven Pinker, “Sapiens” by Yuval Noah Harari,and “Justice” by Michael Sandel, though I also read a fair amount of Fantasyand Sci-Fi.

I grew up in Santa Rosa California and I now reside inbeautiful Bozeman Montana with my lovely wife Heather, our two boys Atticus andJasper, and our twin girls Mirabelle and Helena.

 

Favorite Quote:

“Life is either a daring adventure or nothing. Security doesnot exist in nature, nor do the children of men as a whole experience it.Avoiding danger is no safer in the long run than outright exposure.” – HelenKeller

Ryan Koopmans, DVM, MS

Student Loan Planning, Debt Management, Veterinary Business/Entrepreneur Strategies
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Cash Flow Management, Student Loan Planning, Retirement Planning
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Jen Swindler, CFP®, AFC®

Retirement Planning, Stock Options Planning, Student Loans Analysis
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Tom McCutcheon, MBA

International Man of Mystery, Knitting
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Travis Buck, AAMS© AWMA©

Stock Options, Crypto, Tax Planning
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Isaiah Douglass, CFP®, MBA

Bitcoin, Investments, Veterinary Medicine, Dentistry
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Renee Marinez

Budgeting, Debt Management, Empowering Women, Financial Education
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Josh Bennett, CFP®, EA

Taxes, Real Estate, Businesses, Employer Stock, International
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Tim Uihlein, CFP®, MBA

Insurance, Estate Planning, Cash Flow Optimization
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Your Money. Your Life.

Vincere helps you live your ideal lifestyle by providing financial planning and investment advice that helps you pursue your passion and achieve a "Work Optional" Lifestyle.

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