Matter Team
Travis Jones, MBA
Travis provides a full range of accounting services and support to Matter families. He works directly with clients to help them understand their financial situation, review cash expenditures, and achieve financial milestones. He also manages bill payment services, preparation and review of client financials, cash flow forecasting, and budget creation and monitoring, and he collaborates with client CPAs to streamline tax planning processes.
Before joining IWP in 2024, Travis spent eight years at Johnson Financial, a Denver-based multi-family office, progressing from staff accountant to accounting supervisor. This experience gave him a strong foundation in advisory and accounting services for high-net-worth clients, which he brings to his current role.
Travis earned a BA from the University of Nebraska, Lincoln, and an MBA from Regis University. He holds a Series 65 license and is currently pursuing CPA licensure.