Dedicated to Excellence

Travis Munro is passionate about guiding clients in pursuit of their financial goals. Since 2001, he’s partnered with clients as a strategic wealth planner and consultant to create out of the box financial solutions that empower them to live a life aligned with their values and purpose. 

Education & Professional Background 

Travis studied to be a private wealth advisor in San Antonio, Texas at Trinity University. He earned a Bachelor of Science in Business Administration degree with concentrations in Finance and Accounting and a minor in Economics during his four years on campus. While studying, Travis participated in NCAA football and baseball for Trinity. 

Since entering the wealth planning profession, he has strived to further his education and knowledge of the industry. This desire for continuing education has materialized with multiple licenses and designations, such as the prestigious CERTIFIED FINANCIAL PLANNER® certification and the Certified Exit Planning Advisor (CEPA®) credential. The CEPA® designation is the most widely accepted and endorsed professional exit planning credential. By combining the education track of these two programs, Travis has created a unique skill set ready to assist in personal wealth management and/or maximizing the value of a small business. 

Personal 

Travis is proud to be the husband of Christi Munro. Travis and Christi are the proud parents of their daughter, Harper. Travis enjoys spending as much of his free time as possible with his ladies. This typically involves chasing Harper around to various activities, traveling, or enjoying a quiet date night with Christi. Occasionally the ladies may or may not get fed up with Travis or just need some girl time. Travis uses this time to find his golf game, catch up on sporting.

Two decades ago, Jennifer Johnson embarked on her professional journey in the financial services sector, starting as an intern and floating bank teller while pursuing her college education. Over the years, she has held various key positions, accumulating valuable experience and knowledge within the banking industry. In 2023, Jennifer’s path crossed with Travis and Centera Private Wealth, offering her a promising opportunity for career growth, working with incredible clients and a dedicated team.

At Centera Private Wealth, Jennifer finds immense pleasure in collaborating with clients, supporting the team, and guiding clients toward financial success. To help establish Centera Private Wealth as the go-to resource for clients, Jennifer is dedicated to providing support, whether celebrating their successes or offering a listening ear during challenging times.

Beyond her professional endeavors, Jennifer leads an active lifestyle as a wife and mother of two. Her younger child keeps her on her toes with outdoor activities, while her eldest enjoys competing on the soccer field. Together, the family enjoys exploring new parks and indulging in food truck delicacies when not at work. On sunny days, you’ll often find them gathered around the pool, enjoying delicious crawfish while cheering on their favorite sports teams on TV.

Jennifer’s love for suspense and murder mystery books or podcasts is no secret, often finding her immersed in a captivating Netflix series, binge-watching until the very end. In her downtime, she cherishes moments with her family, indulging in popcorn and movie nights.

As a Senior Client Administrative Manager at Centera Private Wealth, Jennifer Johnson brings not only her experience in financial services but also her dedication to client satisfaction and her commitment to balancing work and family life. With her leadership and personal touch, she plays a crucial role in upholding the firm’s reputation for excellence and integrity.

Alicia brings over a decade of exceptional client service experience to Centera Private Wealth, with a background rooted in hospitality management at prestigious private country clubs and golf clubs. Most recently serving as Membership Coordinator at the Golf Club of Houston and Restaurant Manager at The Woodlands Country Club, Alicia has developed a keen expertise in financial management, business budgeting, strategic planning, and operational excellence.

What sets Alicia apart is her commitment to building genuine, lasting relationships with clients. She believes that great service extends beyond transactions—it's about the meaningful connections we create with the people we serve.

Outside the office, Alicia cherishes time with her husband and children. She's an avid sports fan who enjoys attending live games and concerts, and you'll often find her exploring Houston's Museum District, particularly the Houston Museum of Natural Science. When she's not out and about, Alicia enjoys diving into murder mystery podcasts, sports podcasts, and books by favorite authors like Nicholas Sparks.