Jessica runs the engine room at FP Transitions. She graduated from the University of California at Santa Barbara with a B.S. in ecology and evolution and enjoys the overcast outdoors, reading, red wines, straight espresso, sports, cheeseburgers, and most of all, her family.
“But I’ve told you too much already!” —Gallaxhar, Monsters vs. Aliens
Director of Digital Programs & Business intelligence
Through Travis’s honed expertise, FP Transitions unlocks technology’s potential in order to help our clients and their practices thrive in the digital age.
Throughout his entire career, Travis has had a singular focus: creating business value by reimagining how to mix people, process, and technology. In fact, he started down this path early at the Milwaukee School of Engineering, where he earned his degree in business and computer systems.Poised to capitalize on the opportunities presented by digital transformation, Travis led both Enterprise Architecture and Solution Architecture at Northwestern Mutual and built out new organizational capabilities across several disciplines there.
While Travis’s ability to leverage technology could be applied to several different areas, he likes to focus on financial industry. As Vice President of Client Service Transformation and Innovation at Northwestern Mutual, for example, he journey-mapped a completely new, analytics-driven customer experience.In other words, when technology and people intersect, Travis has the ability to vision cast —and then actually build —the right architecture to support client and employee experience and heighten the services delivered.
He also deeply understands the compliance and regulatory issues at play in the finance sector, and has passed his Financial Industry Regulatory Authority (FINRA®) Series 6 and 26.Here at FP Transitions, Travis helps us unlock technology’s potential to deliver the best client experience possible. Through his work, we can identify insights that help practices maximize their value.
With their two daughters in college, Travis and his wife split their time between Wisconsin and St. George, Utah, neatly evading the winter weather. That affords Travis the opportunity to enjoy his hobbies —hiking, biking, running, and swimming —year-round. When ill weather does catch him, you can find Travis digging into one of the handful of books he has going at any given time.
Comic Con participant, experimental kitchen ninja, and one dapper fella!
Keoni is the receptionist and the face of FP Transitions. He keeps the whole office on track with a warm smile, friendly conversation, and an optimistic, can-do attitude. He landed here after working in the printing business as a receptionist and social media manager. He also filled the prestigious role of editor-in-chief of an employee newsletter.
Keoni is an Oregon native. He earned a B.A. from the University of Oregon in journalism and communications. Keoni’s passion for sports and competing can be rooted in his days of playing high school sports. He enjoys watching and participating in both football and dragon boat racing. He has recently "retired," however, from dragon boat racing—giving him more time to go to the gym, get his creative juices flowing in the kitchen, and attend Portland’s next comic book convention.