Travis Gleason is a wealth management financial advisor based in St. Paul, Minnesota.

Travis was welcomed to the firm in late 2024 when TruNorth Wealth Partners became CAPTRUST.

He specializes in serving executives at publicly traded companies. “They tend to have complex financial ecosystems,” he says, “and hire me to be the family CFO to keep track of their personal finances so they can focus on what they do best.”

He helps his fast-paced clients mitigate dangers and capture opportunities by sharing the role of family CFO–managing each client’s complex financial ecosystem, always keeping their goals in mind. Travis is also a helpful guide for newly single individuals making the transition from being dependent on a spouse to living a life of confidence.

Outside of work, you can often find him enjoying the outdoors with family, skiing, climbing, or hiking. Travis devotes time to supporting his local church through music ministry and serving as a deacon. He’s also active in the Minnesota Down Syndrome community.