R. Travis Terlau is a CFP^® and an Investment Advisor Representative at Investment Answers, as well as the company’s founder and CEO. He guides investment strategy for all of the firm’s clients and is a respected financial expert in the professional investment community.

Travis takes a personalized approach to investing. He works not only to find the right investment approach for each client but also to ensure that they understand how and why their money is being used to benefit them. Travis provides investment planning for each phase of life, focusing on estate and income planning for those in or nearing retirement.

Entering the financial world in 2004, Travis was quickly renowned for his sage advice and dedication to his clients. Travis co-founded Brookstone Financial in 2009, operating his practice in Louisville KY. In 2010, he co-hosted a radio and TV show called 21st Century Investor on WGTK 970 AM and WBKI and has repeatedly appeared on Louisville Live in the Morning to give financial advice. In May 2011, he was named Advisor of the Month in PEG’s True Advisor Report. Evolving further in 2011, Travis rebranded his firm to Investment Answers. In February 2012, Travis was honored with “2011 Advisor of the Year” by Covenant Reliance Producers. Travis is an accredited member of the Better Business Bureau, the National Ethics Association and the Entrepreneurs Organization.

Travis has a Bachelor’s degree from the University of Louisville, where he was a record-holding track athlete. When he’s not studying the markets or working with his clients, Travis loves spending time at home with his wife and two children. He also enjoys an active lifestyle and sports of all kinds, especially golf. He holds multiple healthcare and fitness certifications and is passionate about health and wellness issues in the wider community.

Kelly Terlau is the Chief Operations Officer for Investment Answers and has been with the firm since 2009. Kelly leads Business to Business interactions, the Marketing and Social Media department and the Accounting department. Her focus is on creating a smooth, well-informed transition between the day-to-day activities of the firm and Investment Answers’ long-term strategies.

Kelly holds a BA in Psychology with an emphasis in Health Psychology from the University of Louisville. A devoted mother of two, she balances her time between her children, family and the firm.  Advocating for her children and her community, Kelly recently joined the Board of Trustees for Chance School, and is an active member of the Finance, Marketing and Auction Committees.

Amy Lindroth has been with Investment Answers since 2011. She leads our Client Relations Desk, focusing on addressing any needs or questions clients may have. She is committed to clear communication, accuracy and efficiency.

Amy has a BA in Business Administration with an emphasis in Management from Sullivan University. She is a dedicated mother of two, a talented musician and an active member in her church community.