Travis Paull, CRPS®

Wealth Advisor | Ramsey SmartVestor Pro

Education has always been a cornerstone of my life, and I firmly believe that knowledge is the key to success. After graduating Valedictorian of my high school, I earned my bachelor's degree from the prestigious College of William and Mary and graduated in the top 10% of my class. This commitment to education is demonstrated by my love for researching the newest and most innovative techniques to provide you with the most current and informed advice.

My passion for investing began at a young age when my father introduced me to his investment advisor and we set aside money to invest. I watched as my money grew and I learned that proper professional investment advice is extremely valuable. Fast forward to when I was in my twenties, my investments from my pre-teen years had paid off and I was able to contribute 20% in cash to the cost of our first house. My wife was very happy and it helped start the marriage off on the right foot! From that moment on, I knew that I wanted to help others navigate the complex world of finance. Experiencing firsthand the benefits of financial peace and seeing investments pay the bills brings me tremendous joy. I want everyone to have the same benefits from financial freedom.

My accounting journey began in 2008 when, mainly by default, I served as chief financial officer for my wife’s growing healthcare business. Being empowered with accurate and timely financial data dramatically affects a business’ ability to succeed. Since then, I have helped numerous businesses accurately obtain control of their accounting records and I have even saved them thousands of dollars by understanding their financial statements and saving money on many services. I am also very knowledgeable about tax code after serving as a tax preparer for Jackson Hewitt and my expertise helps clients understand the complex world of taxes and investments.

In 2019, I earned the Chartered Retirement Plans Specialist^SM (CRPS^®) designation, expanding my skills to help business owners utilize retirement plans such as the 401k, SEP IRA, and defined benefit plans. By implementing these strategies, businesses can attract and retain the best employees while providing them with a secure financial future. Small business owners are the backbone of our thriving American economy, and my utmost goal is to assist them in achieving their objectives while providing their employees with exceptional benefits.

Due to my love for financial knowledge, I have rigorously studied for and passed the various financial services licensing tests such as the Series 6, Series 7, Series 26, Series 63, and Series 65. These have given me the knowledge about how to properly recommend securities and investments to my clients. I also found time to become licensed to help clients save the most money when purchasing a house as I am a licensed mortgage dealer in several states. I enjoy providing a full scope of service for my clients to enable them to properly budget and save their money, and I have worked hard to study various complexities about Life Insurance, Health Insurance, Auto Insurance, and Home Insurance. I am now also licensed to provide a full scope of proper insurances for my clients who need it.

Most recently, I combined my love for teaching and expertise in finance and I partner as a RamseyTrusted Smart Vestor Pro. One of the greatest joys I experience happens when a client pays their last debt and accomplishes a savings goal sooner than they believed was possible. Ramsey Solutions is the perfect partner to accelerate this process. Whether you are just starting your financial journey or looking to take it to the next level, I am here to guide you every step of the way. Together, let's replace fear with confidence through education, advising, and strategic planning. Let's turn your financial dreams into reality.

When it comes to financial guidance, values matter. That’s why Travis Paull is proud to be a Dave Ramsey SmartVestor Pro—a designation earned through alignment with Ramsey principles of debt freedom, long-term investing, and client-first advice.

Unlike some advisors who buy leads or push products, SmartVestor Pros are carefully vetted for integrity, experience, and a commitment to serving—not selling. If you’ve followed Ramsey’s baby steps and want an advisor who speaks your language, you’re in the right place.