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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Travis S. Cruger


(361) 866-8466

Travis is originally from Poth, TX and moved to Corpus Christi in 2011 to further his education at TAMUCC, where he studied finance and earned his MBA. Travis has worked in the financial advisory industry for 6 years, now President of...

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Samantha DeLeon

Executive Assistant

(361) 866-8466

(361) 866-8460

Samantha was born and raised in Corpus Christi, TX and takes pride in her hometown. She is a 2014 graduate of Texas A&M University – Corpus Christi, TX with a BSHS in Health Sciences. As the executive assistant Samantha is driven...
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