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

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.

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 as Investment Answers.  Travis has been honored with “Advisor of the Year” by Covenant Reliance Producers in 2011, 2012 and 2013. Travis is a member of the National Ethics Association and the Entrepreneurs Organization, as well as an accredited member of the Better Business Bureau.

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

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

lindrothAmy 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.



Danielle Lockard

INV_DANIELLE_photoDanielle Lockard joined the Investment Answers Team in 2014. As our Marketing and Operations Assistant, her focus is on enhancing our Marketing and Social Media campaigns, growing our Event Planning team, and providing research and support to our Operations team.  Her personable approach, sales experience and determination adds value to our existing campaigns and she provides research and a strong foundation to our upcoming projects and community outreaches.  Danielle is a recent graduate of the University of Kentucky with B.A.s  in both Spanish and International Studies. She has a passion for travel and worldly cultures.  Her adventurous spirit has taken her to Spain, Costa Rica, England, Africa, Amsterdam, Italy, and France.  Danielle fits well in the Investment Answers culture with her strong family foundations and her invigorating spirit for continued learning and discovery. Danielle brings a fresh perspective to all of her projects and her attention to detail is apparent with her goal of completing all tasks with accuracy, positivity and consistency.