Financial Planning

At Guardian Financial, we take a personalized approach to help you develop financial plans that allow you to realize financial freedom earlier.

Our personalized and individualized service leads to financial plans that are unique-like you are.

Guardian Financial, helping you connect the dots to your financial future.

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We are a team of professional advisors helping clients reach financial goals. Our empathy and human touch transcends the commission based Investment Management Model.

Guardian Financial will combine investment management with fundamental financial guidance providing a cost-effective solution for both emerging accumulators focused on building wealth and retirees focused on maximizing the efficiency of assets in retirement.


You're unique. Shouldn't your financial plans be too?

We think so. Some financial institutions want to box you in with rigid investment models or push their proprietary products. But we take a personalized and individualized approach to help you develop financial plans that allow you to achieve financial freedom earlier than you would otherwise.

We are your advocate.

That means we'll work closely with you to help you organize and simplify your life to maximize your wealth now and in the future.

Together, we'll address these critcal areas:

  • Estate planning
  • Asset protection
  • Retirement
  • Risk management
  • Investment planning
  • Education
  • Cash flow analysis

We specailize in:

  • Asset allocation
  • Traditional manager selection
  • High grade bond management
  • Portfolio construction
  • Single stock risk management
  • Portfolio risk management
  • Strategic trust and estate planning
  • Strategic income tax planning
  • Counsel on development of philanthropic strategies

Let's get to know each other. We're experienced professionals who think objectively and independently, and welcome the chance to demonstrate our high level of service and standards.

Connecting the dots to your financial future. That's what we do!



We'll help you build wealth in a way that's comfortable for you.

We know that people are tired of financial advisors promising the same thing - financial security - while reaching for standard investment strategies right off the shelf. That model is designed to benefit the financial advisor or firm - not you.

So we do things differently at Guardian Financial. First, we listen to you so we can understand your goals. Then we customize our approach according to your unique situation. And we offer a variety of financial alternatives and strategies to consider so you can decide what's right for you.

Learn more about how we're different and why you'll like working with us.



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Travis founded Guardian Financial with the vision of delivering quality services found at major brokerage houses, the attention found from a CFA and the professionalism from both.

Travis has been working with Individuals, Families and Corporations since 1997. After working for Fidelity Investments as an Account Executive managing a practice of $385 million for 375 families, he decided it was time to think outside of the box and take a deeper client focused approach toward investing.

Growing up in Upstate New York, he holds a BS in Finance from Canisius College in Buffalo, NY.

Away from work, Travis treasures time with family, enjoys the outdoors, and transfers his competitive spirit to the hockey arena as an avid player/coach.
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Serves as Senior Vice President and Chief Investment Officer
Mr. Brunette has in excess of 29 years' experience in Banking and Financial Services. Throughout his career he has held roles in consultative sales, sales management, and portfolio management. He received a Bachelor of Science degree in Business Administration from Upper Iowa University and an MBA with an emphasis in Finance from Lakeland College. He also taught graduate courses as an adjunct professor at Lakeland College for ten years.

He is an active Lions Club member and serves as Secretary of the Board of Directors for the Door County Boys and Girls Club. He is married and has three children.
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Serves as Senior Vice President
Mary Morrow works with clients to manage and develop their portfolios in order to help them achieve their financial goals. Mary is responsible for portfolio management and client relationship building, as well as new business development.

Prior to joining Guardian Financial, Mary was a portfolio manager with Cedar Hill Associates. Mary was a First Vice President and Portfolio Manager at SunTrust Bank and Securities and was later an independent advisor with SagePoint Financial where she was responsible for portfolio construction and client communication.

Mary attended Springhill College in Mobile, Alabama before transferring to the University of Wisconsin-Milwaukee.



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