Profile PictureTravis McCullough, CFP®, MST

My name is Travis McCullough. I'm the proud founder of Forthright Financial Services. I'm Fractional CFO and a CERTIFIED FINANCIAL PLANNER™ professional with a Master’s in Taxation. I also have over a decade of experience in both the accounting and financial industries. My journey into CFO Services and Financial Planning stems from a desire to help people make better decisions without all the noise that often surrounds financial advice. And here's the kicker—I do it without pushing investment accounts or extra products. Growing up, both my parents were master plumbers, and my dad owned his own plumbing company. I watched them navigate through both financial successes and missteps. Later on, I was able to apply my professional knowledge to help them. After my dad passed away, that experience ignited a passion in me to assist others, like him, in steering clear of financial pitfalls. With Forthright Financial Services, my aim is to dive deep into business planning alongside my clients, ensuring that every decision is an educated decision by using forecasts and projections in the business. And I don't believe in adding to the noise of companies trying to sell them things they don't need. People, especially business owners, already have enough on their plates. That's why my approach is all about simplicity, trust and transparency, without any hidden agendas or ulterior motives. Outside of work, I love spending time with my wife and our two young boys. I also love going snowboarding and cozying up for a movie night. And when I have much downtime, you'll likely find me tinkering away on the fully restored 1966 Chevy truck that my dad passed down to me. Ultimately, I want folks to feel like they've found a trusted business and personal advisor. Someone who's not only knowledgeable but also genuinely cares about their business and personal financial well-being. So, reach out if you're ready to receive honest and reliable advice with no strings attached.

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