Travis Jennings knows the value of studying and learning from those who’ve walked the path before him. He spent 10 years traveling across the country in the pursuit of the knowledge that’s led him to aggregate the most advanced tax and financial strategies he now shares with his clients. “This aggressive search for knowledge has equipped me with the tools to provide clients with the clarity they need to visualize their goals in High Definition,” he says.
Travis has a passion for training and teaching. He believes the key difference between those with wealth and those without it is the level of financial education and guidance they’ve received. To that end, he “pulls the curtain back” showing clients and those who attend his events all the nuts and bolts of how financial and investing products work, including their fee structures.
He’s unafraid to empower people with this information so they can never be taken advantage of. And he’s willing to train people to take charge of their investments, regardless of whether that results in deposits for Finance C.A.P.E., the company he founded in Wesley Chapel, Florida. As he says, “By raising the bar and knowing I can clear it, I trust that I can provide value above and beyond other financial advisors.”
Travis believes it’s important for people to learn how to interact with financial advisors and become educated on who they are, how they work and what to watch out for: “Once you know that, it becomes important to seek guidance from experts with a fiduciary standard and the necessary training to guide you through the rough waters of life.”
Travis and his team specialize in strategies for high net worth clients that include tax reduction, wealth creation and estate planning. They’re Finance Concierges with additional training beyond that of the typical advisor or accountant. They provide transparent, holistic solutions and softare systems to optimize clients’ current financial or tax blueprints.
The process starts with a “deep discovery” into each client’s unique situation. The result is a comprehensive, written financial plan that’s “stress-tested” through several market scenarios. This ensures clients know that, no matter what the future brings, their plan has the cushion and flexibility to navigate the road ahead.
Along with their three children, Travis and his wife, Ashley, live on a farm in Wesley Chapel, Florida. They have a full house (and yard) with two cats and two dogs, 50 chickens, 11 cows and two pigs. Besides spending time with his family, Travis enjoys reading, especially about astronomy and physics, boxing and playing basketball. He’s also the author of the forthcoming book, Pro-Fit To Profit.
Gino Collura is an entrepreneur, published author, social scientist, philanthropist, and life strategist. He has been featured as a keynote spokesman for nationally recognized companies with appearances on Fox News, CNN, ESPN, FX, History Channel, and several other networks. He is a leading contributor and PhD in the field of neuro-anthropology which combines neuroscience with cultural practices as a means of understanding phenomena within the human brain that affects the way we view the world and how well human beings optimize their talents and abilities. Due to his expertise, Gino has been sought after to work with 100’s of corporations to facilitate team building, resiliency, human capital, and organizational optimization training.
His work has touched the lives of professional athletes in the NBA, NFL, as well as the UFC. The brain systems and maps he has created have paved the path to break several mental chains that held top performing athletes back from achieving their goals as well as serving corporate athletes with the ability to multi-task and meet quarterly initiatives with ease and poise. He is a member of the Hillsborough County Sheriff’s Hispanic Advisory Council, where he works to promote community wellness and safety with the assistance of the Hillsborough County Sheriff’s Department.
As COO of Finance CAPE, Collura drives the CAPE mission forward to consistently enhance the lives of every individual our team interacts with and ensures that they are served with tier one care, concern, and attention. Gino thrives off of seeing our clients attain their goals, reach financial freedom, and truly be the best version of themselves.
Matt earned a B.S. in Legal Studies as well as a Certificate in Financial Planning (CFP) from the University of Central Florida. Go Knights! He maintains a license in Life Insurance & Real Estate. He has a few other designations that help him plan better for his clients. Matt originally built a practice serving Accredited Investors nearing retirement and is now more focused on business owners by reducing costs and taxes because he personally understands their pain.
As a Certified Financial Planner™, Matt has met the Certified Financial Planner™ Board of Standards, Inc. He has sought out additional training in the following areas: financial planning, insurance/risk management, investments, tax, retirement, and estate. He believes the only people that dismiss the value of the CFP designation are the ones that don’t have it. He also feels strongly it should be the bare minimum standard to practice financial planning if the industry as a whole hopes to be considered on the same level of prestige and trust as physicians & attorneys. Matt believes that you should always put your client’s best interest first with or without a legal fiduciary standard to uphold, since it’s just the right thing to do.
Matt believes that not all brokers are bad. Not all advisors are good. Some products honestly work better with a commission even if regulators don’t get it. And common sense isn’t common enough these days. He spends time on due diligence trips while you are spending time with family.
As Director of Planning Brian spends the majority of his time helping with the transition phase of our process. Brian is heavily involved in the onboarding process and plan design. His success is a result of his desire to help as many people as possible. That drive has literally pushed the company to release as much online education as possible to make sure that people have access to transparency. He is driven by building FinanceCAPE into something that will change the way the country views finance.
Brian didn’t originally begin his career in financial services, something he believes is an advantage. He previously ran a private scuba diving company with Walt Disney World as a client. This allowed him to meet and work with people from all over the world.
And working with Travis and Matt has provided him with an outside-the-box perspective on how the industry operates and the importance of working with an advisor who has a fiduciary duty to their clients. Knowledge is power and Brian believes that his purpose on this earth is to share as much valuable knowledge as possible with our client family.
“My goal is to make the knowledge we have about the financial services industry mainstream, so that it would be very difficult for any family to receive a recommendation that wasn’t in their best interest.”
In his spare time Brian is a rabid Tampa Bay Buccaneer and Florida State Seminoles fan. Helping as many people as possible is part of the work that Brian takes home with him in the community, whether it’s helping feed the less fortunate at local charities or helping out after a hurricane.
As the Director of Client Services, Krista is on the front lines to help you on your financial journey. With an extensive background in Customer Service, she guides new families and individuals through the process while working towards their goal of climbing the financial ladder. She develops lasting relationships with our clients and strives to exceed their expectations.
Krista joined our team after a 10-year stint with Verizon Communications. She truly believes that FinanceCAPE is different and that our concierge service and approach is not like anything else clients may have experienced in the financial services industry. Krista’s extensive client services knowledge has given her the innate ability to know how best to deliver a message to a client, what may be of interest to them and how to make them smile.
Krista is a Florida native, born and raised in Hillsborough County. She enjoys all sports, specifically football and roots for the Tampa Bay Buccaneers and Florida State Seminoles. When she’s not in the office, Krista can be found spending time with her husband and daughter, Charleston.