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We help clients translate their vision for the future into a strategic, personalized investment plan. We listen, we guide and we help make their dreams tangible and achievable.
R. Travis Terlau is a Certified Financial Planner™ (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.
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.