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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 the company’s founder and CEO, he guides investment strategy for all of the firm’s clients and is known for his financial acumen in the professional investment and insurance communities.
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.
Danielle 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.