Travis Gatzemeier, CFP®

About Travis Gatzemeier, CFP®

I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management.

Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest.

On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!

Nestor Vargas, CFP®

About Nestor Vargas, CFP®

For more than a decade, I have helped families in the oil and gas industry avoid common financial pitfalls that can lead to very catastrophic outcomes.

My passion for working with families in these industries was solidified when I saw many of them struggling with the consequences of the 2014 O&G market downturn.

I earned my CFP® designation in my 30s, so I am particularly attuned to the challenges facing young professionals, families and business owners. Whether it’s saving for college, paying down student loan debt or an early retirement, I will like to assist.

I established Green Mountain Planning as a fee-only financial firm to avoid the pitfalls and conflicts of interest found in other agency settings.

I work for you, not any company or product.

I live in Lakewood, Colorado with my wife Meghan and my son Paxton. We love hiking, mountain biking, skiing, playing with our dog and attending our church.