Welcome to Excite Wealth Management
Our Financial Advisors get to know you and your financial goals, then customize information and guidance to help you work towards them.
Our services include:
- Financial analysis of your unique needs and goals
- Investment advice to select a plan that’s suitable for you
- Retirement planning including IRAs, Annuities, and Pension Plans
- College planning
- Estate planning and wealth transfer
- Protecting assets through life, disability, and long-term care insurance
- Business planning including SEP, 401(k), Solo(k), and more
Meet our Financial Advisors
Our Wealth Management team is here to help you every step of the way.
Travis isn’t just a licensed financial advisor of over six years—he’s dedicated to enjoying life with family and friends through sports and the outdoors. His passion for helping people better their finances started in the Washington, D.C. area where he’s held banking, insurance, and investment positions. Now having moved to Wilmington, Travis’ sights are focused on helping your portfolio step up to better positions for a better tomorrow.
Ryshiem isn’t just a licensed financial advisor of almost twenty years—he’s an experienced traveler, photographer, and a soccer enthusiast. As a graduate of Economics from Cal Poly San Luis Obispo, he’s a student-turned-teacher, improving the financial wellness of his clients through conversations over coffee. After twenty-two years in the financial industry, Ryshiem has seen the ups-and-downs of the market and has the know-how to get your portfolio to step up to better.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck: brokercheck.finra.org
The financial consultants at Excite Credit Union are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Excite Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Excite Credit Union, and may also be employees of Excite Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Excite Credit Union. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or any other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Excite Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.