Tavis serves as the Investment Operations Manager at Wealth Advisors Group, where he plays a key role in supporting the firm’s investment processes and ensuring efficient, accurate execution across client portfolios. With a strong attention to detail and a commitment to operational excellence, he helps maintain the integrity of investment strategies.
In his role, Tavis works closely with advisors and internal teams to manage trading, reporting, and portfolio implementation, helping to ensure that client investment plans are carried out effectively and in alignment with their long-term goals.
Outside of the office, Tavis enjoys spending time with his wife and son. He is also deeply passionate about his faith, which plays an important role in his life and values.