I am pursuing a Bachelor of Science degree in Personal Financial Planning - Financial Advising Track at the University of Missouri-Columbia, with an expected graduation date of May 2024. I have a passion for learning and growing from industry and academic professionals and applying my knowledge to real-world situations. I have gained valuable experience and insights from working as an intern at Prosperity Planning Inc., where I drafted and implemented a comprehensive financial plan for a client using various financial planning software and tools. I also observed and administered meetings with clients in different stages of onboarding and learned how to communicate effectively and empathetically with them.As a Peer Financial Coach at the MU Office for Financial Success, I help college students achieve their financial goals and overcome their financial challenges. I provide personalized coaching on topics such as budget analysis, debt management, tax knowledge, federal student loan exit counseling, and investment education. I also collaborate with my coworkers and peers to create and deliver engaging presentations and workshops on various financial literacy topics, such as retirement planning, investment distribution, and income management. Additionally, I participate in continuing education courses and training seminars to enhance my knowledge and skills in financial planning.I am motivated by helping others achieve their financial success and well-being, and I am always looking for new opportunities and challenges to further my professional development.
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Deli ClerkHy-Vee, Inc.Columbia, Mo, Us
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Customer Service RepresentativeProsperity Planning Inc Jul 2024 - PresentKansas City, Mo, Us-Manage client onboarding and account opening processes, ensuring accuracy and compliance with regulatory guidelines- Coordinate closely with financial advisors to support client meetings, prepare documentation, and execute client requests-Proactively identify opportunities to enhance client experience and streamline operational processes -
Peer Financial CoachMu Office For Financial Success Jun 2023 - May 2024Columbia, Missouri, Us• Coached and advised college students through a variety of complex situations, such as budget analysis, debt management, tax knowledge, federal student loan exit counseling, FAFSA completion, and financial crisis situations• Collaborated with fellow coworkers at MU to create an atmosphere of professionalism and excitement with a high value on education by participating in after-hour presentations and workshops on various topics to help MU students lead a successful financial life• Led groups of coworkers and peers through continuing education courses such as the AFCPEÒ Money Management Essentials course, as well as other training seminars in order to increase my knowledge of the financial coaching industry -
InternProsperity Planning Inc Jun 2023 - Aug 2023Kansas City, Mo, Us- Drafted and implemented a wholistic and extensive financial plan including retirement planning, tax analysis, investment distribution, and income management using the Prosperity Planning Blueprint for a recently onboarded client- Used financial planning software such as eMoney, Holistiplan, and Tamarac to run analysis on client’s financial situations to determine the best financial plan to ensure proper success of the client’s goals- Observed and administered meetings with many different clients in different stages of onboarding to better understand client goals and objectives to ensure proper financial planning was being implemented
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Deli ClerkHy-Vee, Inc. May 2022 - May 2023West Des Moines, Ia, Us- Worked in the deli department assisting customers, fulfilling orders, cleaning, maintenence, opening and closing the deli- Ensured deli maintained a high level of quality by tracking inventory, stocking shelves and sorting products to preserve neatness and organization- Ran operations of the department in the absence of the manager by handling all customer relations issues in a gracious manner in accordance with company policies
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Flex ShopperHy-Vee, Inc. Feb 2022 - May 2022West Des Moines, Ia, Us- Collected, packed, and organized proper products for customers to ensure satisfaction with service provided by the company - Collected twenty orders every hour to be filled, resulting in efficient and effective gathering and storing of inventory from the floor- Provided exceptional customer service by guiding customers to what they desired and resolved any customer complaints empathically and professionally
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LaborerAgent Clean, Llc May 2019 - Aug 2019Walcott, Iowa, Us- Maintained high level of customer service to insure repeat business - Worked with machinery including power washers, lifts. and company trucks and continually maintained the highest level of safety - Managed and stocked cleaning products necessary for daily work which allowed for the most efficient use of time while still providing the best service possible -
Team MemberDunkin' May 2017 - Aug 2017Canton, Ma, Us• Handled cash, credit, or check transactions with customers• Ensured customers’ coffee and ice cream orders were prepared in a timely manner• Took customers’ orders and entered them into the point-of-sale system -
Minor ActorSight & Sound Theatres Jan 2014 - Dec 2016Strasburg, Pa, Us
Travis Franks Education Details
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University Of Missouri-ColumbiaBusiness And Personal/Financial Services Marketing Operations -
Christian Fellowship SchoolHigh School Diploma
Frequently Asked Questions about Travis Franks
What company does Travis Franks work for?
Travis Franks works for Hy-Vee, Inc.
What is Travis Franks's role at the current company?
Travis Franks's current role is Deli Clerk.
What schools did Travis Franks attend?
Travis Franks attended University Of Missouri-Columbia, Christian Fellowship School.
Who are Travis Franks's colleagues?
Travis Franks's colleagues are Angela Daicy, Nicole Jones, Brett Braida, Ryan Yoder, Urbandale Department, Jered Williams, Kami Kucera.
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