Travis Boak, SVP Advisor Consulting

Travis Boak joined the Bridgemark team in 2024, after 7 years in the financial services industry, where he worked both as a recruiter and wholesaler. Before entering the financial services industry, Travis spent 5 years working in the Michigan State Legislature where he was able to develop and refine his skills in problem solving. In his current role, Travis has been able to combine these experiences to help solve problems for his clients and guide them in making one of the biggest decisions of their life. He joined Bridgemark due to its independent framework, which allows him to take a truly unbiased approach with his clients.

Prior to becoming an independent consultant at Bridgemark Strategies, Travis was a top producing recruiter at one of the largest broker dealers in the country, Cetera, where he helped transition solo advisors as well as large enterprises. Travis got his start in the financial services industry working for National Planning Corporation in 2016.

Travis was born and raised in the Mid-Michigan area, and graduated from Michigan State University with B.A. in Political Science. In his free time, Travis enjoys fishing, golfing, reading about history and watching any & all Michigan sports teams (with the exception of UM). Go Green!