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Travis Jennings
Founder & CEO

Travis has spent almost a decade providing solutions, systems, and support to improve families’ personal finance, investments, and taxes. Over time, he learned that one of the key differences betwe...

Travis has spent almost a decade providing solutions, systems, and support to improve families’ personal finance, investments, and taxes. Over time, he learned that one of the key differences between those with wealth and those without is the type of financial education and guidance they receive. The current financial industry compensation structure pays advisors based on the percentage of the money they manage which creates an environment where advisors make more money as they manage more money. As a result, the brightest minds head upstream to manage the top 1 percent.

Travis decided he wanted create systems that would allow everyone to access to the best planning strategies. The biggest obstacle in delivering high end solutions to large groups of people, though, is time. Thankfully, Travis served in the United States Air Force and was trained in systems and technology. He combined years of financial education and planning strategies with the training he received in the US Air Force to solve the issue of time.

As a result, he has created an automated online platform with the ability to share the solutions used by the top 1 percent with the entire country. Travis believes that transparency and knowledge should be accessible to all, and he has dedicated his life to helping people become as educated and informed as possible, providing them with solutions that work. He has three beautiful kids with his best friend, his wife. He also has a dozen cows, a pair of pigs, and around 70 chickens on his farm just outside of Tampa. He enjoys nature, meditation, and teaching those with a desire to grow. He has been interviewed by the Wall Street Journal, as well as on several podcasts, as a financial services expert.

Matt Chancey, CFP®
President
Matt has spent the past decade working with wealthy clients. His knowledge in the field of finance is unrivaled. He is a licensed CFP. Matt holds a B.S. in Legal Studies, as well as a Certificate in F...
Matt has spent the past decade working with wealthy clients. His knowledge in the field of finance is unrivaled. He is a licensed CFP. Matt holds a B.S. in Legal Studies, as well as a Certificate in Financial Planning, from the University of Central Florida. He is a licensed life and health insurance agent with the State of Florida (License #P074694). In addition, he has earned designations in both Certified in Long-Term Care (CLTC) and National Social Security Advisor (NSSA). These additional areas of specialization have prepared Matt to better serve clients as they plan for retirement.
Brian Hartman
Director of Planning & Insurance Agent
As Director of Planning Brian spends them 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 r...
As Director of Planning Brian spends them 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. Knowledge is power and Brian believes that his purpose on this earth is to share as much valuable knowledge as possible onto our client family. In his spare time he is a rabid Tampa Bay Buccaneer and Florida State Seminole’s fan.
Krista Rivera
Director of Client Services
As the Director of Client Services, Krista is exposed to the front line to help you on your financial journey. With an extensive background in Customer Service, she guides new families and individuals...
As the Director of Client Services, Krista is exposed to the front line to help you on your financial journey. With an extensive background in Customer Service, she guides new families and individuals to 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 being with Verizon Communications for 10 years. 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.
Robbie Gambrel
Client Services Coordinator
As one of our Client Services Coordinators, Robbie proactively reaches out to help families stay on track and to maximize the results of our system and automation. He aims to provide our clients with ...
As one of our Client Services Coordinators, Robbie proactively reaches out to help families stay on track and to maximize the results of our system and automation. He aims to provide our clients with an outstanding experience. He understands the importance of active listening to fully understand our clients’ wants and needs. Robbie loves to stay engaged with our clients and to help them succeed in their journey. In his personal time he enjoys modeling and spending time with his daughter, Bella.
Raul Maldanado
Client Services Coordinator
As one of our Client Services Coordinators Raul proactively communicates important information to make sure clients have clarity about the administrative aspects of their relationship with FinanceCAP...
As one of our Client Services Coordinators Raul proactively communicates important information to make sure clients have clarity about the administrative aspects of their relationship with FinanceCAPE. He has a genuine desire to understand any concern a client may have and resolve it in to our clients’ satisfaction as quickly as possible. When Raul is away from the office you can find him fishing and spending time with his wife and two daughters.
Jorge Gonzalez
Client Services Coordinator & Insurance Agent
As one of our Client Services Coordinators, Jorge recognizes that he helps control our client experience from the very first interaction with our company. Jorge helps clients to answer any questions ...
As one of our Client Services Coordinators, Jorge recognizes that he helps control our client experience from the very first interaction with our company. Jorge helps clients to answer any questions and helps overcome any obstacle that it thrown in the path of our client’s journey. In his spare time, Jorge enjoys traveling with his wife and son.
Kathy Perez
Accounting Manager
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Konstantin Kowalski
CTO/Lead Developer
As Lead Developer Konstantin is the engineer behind the systems and automation that help our families actually reach their goals. His knowledge and focus allows us to provide system based so...
As Lead Developer Konstantin is the engineer behind the systems and automation that help our families actually reach their goals. His knowledge and focus allows us to provide system based solutions.