Travis Dufner Email & Phone Number

Travis is a registered Investment Advisor Representative (IAR). Over the last 5 years, Travis has obtained his Series 7 and Series 66 licenses as well as a dual license in Health and Life Insurance. He comes with a vast array of knowledge in financial analytics and various aspects of retirement planning, including income planning, social security, 401(k), IRA distribution strategies, and estate planning.Travis wanted to pursue a field he found both interesting and challenging but, more importantly, a field that also fulfilled his core value of wanting to help others. Travis enjoys educating his clients and explaining strategies so they can better understand the solutions deployed in the plans they create together. Helping his clients prepare for their ideal retirement vision brings him joy and fulfills his sense of purpose.Having joined Millstone Financial Group as an intern while attending Rider University, Owners and Founders, Don Albach and Mike Russo, immediately recognized Travis’ intelligence, eagerness to gain knowledge, and passion for learning. Upon graduation, he quickly proved himself and became a viablemember of the Millstone Financial Group team.Travis graduated with a Bachelor of Science in Finance and lives with his beautiful wife, Diana, and their dog, Duke. During his downtime, Travis enjoys basketball, football, and golfing with friends. Travis shares a passion and is actively involved in his wife’s profession of helping children with autism.To learn more about Travis or Millstone Financial Group, please visit https://millstonefinancial.net/---Advisory services are offered through Millstone Financial Group Limited Liability Company, a Registered Investment Advisor in the State of New Jersey. Insurance products and services are offered through Millstone Financial Group Limited Liability Company. Millstone Financial Group Limited Liability Company is not affiliated with or endorsed by the Social Security Administration or any government agency.

Listed skills include Microsoft Word, Leadership, Microsoft Excel, Public Speaking, and 1 others.