Travis Schiele joined Aldrich Wealth in 2023 as a Financial Paraplanner for the Financial Planning Team. Prior to becoming a full-time staff member, Travis had been an intern with Aldrich Wealth since the summer of 2022, demonstrating his commitment to enhancing his education with real-world experience.
In his current role, Travis strives to provide financial literacy and planning expertise for high-net-worth individuals. He assists with managing projects and providing an in-person presence for the Aldrich Wealth team in our Portland area office. Travis is passionate about helping clients explore various strategies to achieve their financial goals.
Travis decided to pursue a career in wealth management based on his experience, upbringing, and drive to help others. Travis Schiele received his Bachelor of Science in financial planning at George Fox University in April of 2023.
Outside of work, Travis enjoys being outdoors, whether that’s golfing, traveling, or hiking with family and friends.