Travis Varga

Creative Media Producer

How I Arrived At RWM

“After Film School, with the rise of online media, I shifted my focus from ‘making movies’ to creative content like podcasts and YouTube. When the opportunity to work with RWM & The Compound emerged, I was super keen to join the team and help provide financial edu-tainment that can truly help people.”

Favorite Part Of The Job

“Producing engaging material that provides trusted information & resources – knowledge the viewer didn’t have or think of beforehand. It’s extremely rewarding to entertain people with media that can also enhance their livelihood.”

When I'm Not Working

“You can catch me out in the ocean surfing, on a hike near the beach, or simply enjoying the sunshine on a nice day.”

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Lisa Rosenstein
Lisa Rosenstein
Tax Planner
Lisa Rosenstein
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
Daniel Parra
Daniel Parra
Creative Media Editor
Daniel Parra
Erika Mauro
Erika Mauro
Director of Client Service – Family Office
Erika Mauro
Eric Zipfel
Eric Zipfel
Advisor
Eric Zipfel
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Advisor
Benjamin Coulthard, CFP®
Claire Galante
Claire Galante
Executive Assistant
Claire Galante
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Advisor
Matt Lohrius, CFP®
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender
Ross Cohen, CFP®
Ross Cohen, CFP®
Advisor
Ross Cohen, CFP®
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Dominic Bova, CFP®
Dominic Bova, CFP®
Tax Planner
Dominic Bova, CFP®
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Sean Russo
Sean Russo
Research Associate
Sean Russo
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
John Grayson
John Grayson
Sr. Creative Media Producer
John Grayson
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
Jay Tini
Jay Tini
President
Jay Tini
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
Mindy Giles
Mindy Giles
Client Service Associate
Mindy Giles
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Dina Isola
Dina Isola
Advisor
Dina Isola
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta
Nicole Samoroukova
Nicole Samoroukova
Media Producer & Head of Audience Development
Nicole Samoroukova
Callie Cox
Callie Cox
Chief Market Strategist
Callie Cox
Alex Messer
Alex Messer
Trader
Alex Messer
Adam Gock
Adam Gock
Client Service Associate
Adam Gock
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Gary Pulford, CTFA
Gary Pulford, CTFA
Advisor
Gary Pulford, CTFA
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Kevin Young, CFP®
Kevin Young, CFP®
Advisor
Kevin Young, CFP®
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
Brianna Pintauro
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
Ian Cully, CFP® CFA®
Blake Wohlwend
Blake Wohlwend
Client Service Associate
Blake Wohlwend
Nelson Crane
Nelson Crane
Trading Research Associate
Nelson Crane
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Gisela Warner
Gisela Warner
Director of Operations
Gisela Warner
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Advisor
Nick Sapienza, CFP®
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Paraplanner
Nate Jefferson, CFP®
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Josh Brown
Josh Brown
CEO
Josh Brown