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 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.

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 Kentucky and Southern Indiana. In 2010, he co-hosted a radio and TV show called 21st Century Investor on WGTK 970 AM and on WBKI and he repeatedly appeared on Louisville Live in the Morning and Checks & Balances TV to simplify and help explain financial issues. Evolving further in 2011, Travis rebranded his firm as Investment Answers.  In 2012, the firm began building online forums -through the company website and social media outlets- to provide quality information and resources for our clients and their friends and families to access.  Travis is a member of the National Ethics Association, the Entrepreneurs Organization, Madison Area Chamber of Commerce, 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 is a volunteer at his children’s school, and he also enjoys an active lifestyle filled with 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.