Travis has 20 years of experience in the financial services industry and specializes in portfolio management and investment strategies. In addition to the PMP certification awarded to a select few advisors who have undergone rigorous testing and achieved certain business milestones, Travis holds Series 7, 63, 65 securities and Georgia Insurance licenses, and has special training in the area of Long Term Care. He began his career at Robert Thomas Securities and managed portfolios at Smith Barney until he joined Merrill Lynch in 2006 as a Senior VP of Investments. Because of the success of his business model and high client retention there, he was asked to serve as a mentor to new advisors. In 2012 he moved to UBS to form Bridgeline Wealth Management with Clayton Constant.

Travis’s primary role of managing Bridgeline reflects a business life passion to build a team that provides "best of class" experience for clients at all levels. His core mission is pretty simple: to help people that want to be helped and need guidance. He thrives on the analytical challenges of designing portfolios that fit each client’s individual needs and risk profile, but the relationship aspect of the business is what gives him the most satisfaction. He describes coming to Atlanta for the first time and not knowing a soul until he started to form the close relationships he has with his clients. "I treat my clients like they are my family," he says. "I love helping them work towards their goals and seeing how I can make an impact on their lives. I also like the fact that every relationship is different, and that gives me the opportunity to create unique solutions that work for each client. Every day is different, and that’s stimulating to me."

Travis hails from Charles Town, West Virginia, and attended nearby Shepherd University, where he earned a B.S. in Economics. He purposely chose to work one semester at Disney/Epcot because he wanted the experience of working for a company known for its stellar reputation for guest services. He shies away from the term "workaholic", but he does love his work. Occasional downtime includes travel, golf, and reading (murder mysteries, politics, business, history, pop culture)..."Everything," he says. "The subjects cover so many genres it would make you laugh."

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, ID, IN, KY, LA, MA, MD, MT, NC, NE, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WV

Trent Douglas joined the Bridgeline Wealth Management team in 2014 as First Vice President after 13 years' experience as a Wealth Management Advisor, Portfolio Manager and Vice President with Merrill Lynch. Trent is a graduate of Clemson University, where he received a B.S. degree in Financial Management. Trent also earned his designation as a Certified Financial PlannerTM , awarded by the Certified Financial Planner Board of Standards.

Trent believes that attaining financial goals for his clients requires a multi-dimensional wealth management strategy that sometimes means going beyond traditional stock and bond portfolios. He says this philosophy attracted him to the Bridgeline Wealth Management team. "At Bridgeline, I am able to combine sophisticated portfolio construction with world-class financial planning tools. This unique approach to each individual client's success is a winning combination," says Trent.

When not dedicating his many talents to his career, Trent enjoys playing golf, traveling, staying fit and spending time with his wife, Elizabeth and their two children, Grant and Samantha.

Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, ID, IN, KY, LA, MA, MD, MT, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV

Ryan is a 17 year veteran of the financial services industry. His work experience includes positions with T. Rowe Price, Robinson-Humphrey, Citigroup Global Markets, and Merrill Lynch. He has worked closely with Travis for fifteen years and decided to accompany him in his move to UBS in 2012. He currently holds Series 7 and 66 securities licenses, and his extensive knowledge of financial analysis and investment research skills have made Ryan an integral part of Bridgeline’s due diligence process – from the comprehensive assessment of client’s needs, goals and risk tolerance to research and portfolio architecture.

Born in Auburn, NY, and raised in Springfield, VA, Ryan earned B.A. degrees in Criminal Justice and Political Science from the University of Alabama. A man of myriad talents, his interest in financial services and the stock market as a way to help people prevailed and prompted his move to Atlanta in 2000. He is a big fan of college football and likes to travel and play golf.

Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IN, KY, LA, MA, MD, MT, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WV

Jaimie, who has over 20 years of financial services experience with some of the industry's top firms, including Credit Suisse, Merrill Lynch and Smith Barney, manages all aspects of Bridgeline's client service needs. Her resume' includes Series 7 and 66 securities licenses and a B.S. degree in Criminal Justice from Georgia State University. Leisure time is devoted to family and friends, cooking, horseback riding and retail therapy.

Jaimie was born in Marrero, LA, a suburb of New Orleans but has called Atlanta home for many years.

Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IN, KY, LA, MA, MD, MT, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WV

Amber joined the team in January 2019.  She has almost 2 years of industry experience. Amber graduated from Florida State University with a B.S. degree in Finance.  She  holds Series 7, 66 and Insurance licenses. 

Originally from Tampa, Amber moved to Atlanta in 2017.  She enjoys traveling in her free time.

Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IN, KY, LA, MA, MD, MT, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WV