Why Choose Us

215+

20

Years of experience

Happy clients

Travis A. Peter
Travis is a seasoned financial professional with more than 20 years of experience in wealth management, financial planning, and advisory services. As the owner of TZP Retirement Services, he specializes in helping individuals, families, and businesses achieve long-term financial security and smooth transitions.

He holds Series 7 and Series 66 registrations (held through Geneos Wealth Management) as well as Life, Accident, and Health Insurance licenses, all obtained in 2007. Travis earned his degree in Economics from Kansas State University.

His expertise was honed at leading firms including Merrill Lynch and Morgan Stanley, where he developed deep industry knowledge in comprehensive financial services before starting his own firm.

Committed to the highest ethical standards, Travis operates as a fiduciary, always placing his clients' best interests first and providing objective, transparent and personalized advice.

Beyond his professional work, Travis cherishes family time and enjoys taking his kids to the boardwalk, beach outings, and camping trips—unless, of course, the Broncos or Wildcats are playing, in which case game day takes priority!