Travis Goodman is a seasoned financial advisor based in Chapin, South Carolina, affiliated with Thrivent, a Fortune 500 financial services organization with over a century of history. He holds the designations of Financial Consultant (FIC) and Certified in Long-Term Care (CLTC®). He is a graduate of the University of South Carolina.

Since September 2013, Travis has been serving as a financial associate with Thrivent. He is licensed to offer financial services in multiple states, including Louisiana, North Carolina, South Carolina, Texas, and Virginia. Travis is committed to providing personalized financial guidance to individuals at all life stages, helping them use money as a tool to achieve a life rich in meaning and gratitude.

Through his work, Travis aims to assist clients in pursuing lifelong dreams while supporting the people and causes they care about, drawing on his industry expertise to map out paths toward more secure financial futures.

Sherry Sheppard is a seasoned financial advisor based in Summerville, South Carolina. She holds designations of Financial Consultant (FIC), Certification in Long-Term Care (CLTC), and Behavioral Financial Advisor (BFA). Sherry specializes in Risk Management, Investment Planning, Retirement Planning, Income Tax Planning, and Estate Planning.

She knows that getting a holistic picture of your finances and identifying your next steps isn't always easy or clear. That is why she is here to provide the expertise and support you need. Sherry will take a comprehensive look at your financial landscape and provide specific written recommendations to help ensure you're well positioned to reach your goals.

Sherry isn't just passionate about your goals, she is also a supporter of her community, specifically these organizations: Southeastern Therapy Animal Resources, Summerville Family YMCA, Lucky Dog Rescue, Team Rubicon, Tunnels to Towers Foundation.