Who We Are

Travis Edward Kellman, MSFP, CFP®, CRPC®, EA

Travis has been a financial planner helping clients plan to achieve their goals for over 13 years.  Born in Schenectady, he graduated from Niskayuna Central Schools.  He went on to get his B.S. in Business Economics from SUNY Plattsburgh and his M.S. in Personal Financial Planning from the College for Financial Planning.

He also holds the CERTIFIED FINANCIAL PLANNER designation, the Chartered Retirement Planning CounselorSM designation and he is an Enrolled Agent with the IRS.

Travis believes strongly in advancing the financial planning profession.  He serves on the board of the Financial Planning Association of Northeastern NY and is an adjunct professor with the College for Financial Planning where he teaches financial advisors various financial planning courses.

Travis lives in Scotia with his wife Allison, daughter Katherine and their two rescue dogs, Dexter and Brandy.  He enjoys running, hiking, camping and reading.  

Lynn E. Barnes, CFP®

Lynn has been in the financial planning business for 37 years, joining her father in 1982 to establish Wright and Barnes Investments. She prides herself on her honesty and her commitment to putting her clients first. A lifelong Schenectady County resident, she is fortunate enough to often serve grandparents, children, and grandchildren of the same family.

Lynn holds the CERTIFIED FINANCIAL PLANNER® designation and is a member of the Financial Planning Association of Northeastern NY, where she and Travis first became acquainted.

Lynn lives in Duanesburg, NY, with her husband, David. She has two children, Eric and Jane, and two granddaughters, Greta and Aleda.

Lynn is passionate about her church and enjoys volunteering through various outreach programs, including mentoring elementary-age children.