Wellington Tejeda is a senior member of Travers & Associates, as well as its Managing Director. Wellington's practice specializes in creating a customized approach in advanced estate planning strategies, leveraging the use of life insurance to help his clients maximize what is passed on to their families and heirs. He believes that by building a strong relationship with his clients and developing a mutual understanding of objectives, he can ultimately help them to achieve their goals. In addition to working with clientele, he is responsible for training and mentoring all new associates that join the firm.
Previous to Wellington growing his planning practice, he spent 10 years managing in a Fortune 100 company. This experience helps to ensure that he runs a practice that provides utmost value to his clients.
Wellington Tejeda is also involved in the charitable organization One Warm Coat which helps to collect coats nationwide and donates them to less fortunate, who may not have warmer clothing, especially for the colder times of year.