Travis Engebretsen

Travis Engebretsen is the Senior Director of Business Strategy at Ramsey Solutions, where he is responsible for building and launching the company's new digital banking business. Prior to Ramsey, he worked in community banking, developing award-winning fintech partnerships. Engebretsen started his financial services career in college through co-founding a hedge fund when he was 20 years old. He subsequently spent four years as an investment consultant, managing investment portfolios for high net worth clients and pension funds at Morgan Stanley. Engebretsen lives near Nashville, Tennessee, with his wife and three sons.

Session Topic

FinTech in Wealth Management and Financial Planning
The world of financial services is rapidly changing. Trends in technology and consumer behavior have affected how financial services are built and delivered - from wealth management, DIY stock investing, alternative investments, and everything in between. In this session, we will discuss these overall trends and how specific fintech companies are changing the game and disrupting the traditional financial services industry.