June 27, 2018 – OnMark Asset Management, a boutique investment management and financial planning firm, is pleased to announce that Travis J. Kroeger is now affiliated with OnMark Asset Management, LLC.
“Travis has a deep desire and commitment to help others reach their financial goals, and he will be a great fit with OnMark’s systematic process. Today’s investors seek financial planning that is tailored to their personal needs and objectives, and we aim to fill that role,” said Damon S. Winter, LUTCF®, CFS®, FSCP®, RFC® co-founder of OnMark.
OnMark is an established firm in the financial services profession, utilizing a thoughtful approach by first building holistic, personalized financial plans; thereafter managing investment assets in order to complement their client’s financial plans.
Joining OnMark, Travis is positioned to provide expanded client services, such as the Elite Client App, access to integrated technology, as well as a new, subscription-based financial planning model.
Based in Lake Oswego, Oregon, OnMark team members are strong advocates of providing investment and planning education to individuals, families and small businesses. Their belief is that when clients are better informed, better financial decisions will follow. Travis Kroeger and Damon Winter offer securities and advisory services through KMS Financial Services, Inc., member FINRA/SIPC.