Dedicated To Excellence

Meet the Centera Private Wealth team

Travis K. Munro, CFP®
Founder & President

Travis Munro is passionate about helping clients in pursuit of their financial goals. Since 2001, he’s partnered with clients as a financial advisor 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 financial 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 financial planning profession, he has strived to further his education and knowledge of the industry by accumulating multiple FINRA registrations as well as the prestigious CERTIFIED FINANCIAL PLANNER™certification.

Travis currently holds FINRA Series 6, 7, and 63 registrations in addition to being qualified as an Investment Adviser Representative (often referred to as IAR). He also is a licensed insurance agent with the state of Texas. This combination of licenses gives Travis a number of opportunities and possible solutions to address a client’s financial needs on their path to financial security.

Jennifer Johnson
Director of Operations 

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 the Director of Operations at Centera Financial, 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.

Nancy Munro
Office Manager

Nancy Munro embarked on her journey with Centera Private Wealth in 2010, bringing with her a passion for aiding clients on their financial paths. Her dedication lies not only in managing financial affairs but also in providing the reassurance and clarity that clients seek. Witnessing the relief wash over clients when their questions find answers is what fuels her drive every day.

Outside the realm of finances, Nancy finds joy in various activities that enrich her life. Dancing holds a special place in her heart, as does nurturing her garden’s growth. She also delights in the therapeutic art of baking cookies, particularly indulging in the creative process of decorating sugar cookies. Among her cherished moments are those spent crocheting alongside her granddaughter, weaving both threads of yarn and bonds of love.

With a blend of financial knowledge, compassion for clients, and a zest for life’s simple pleasures, Nancy Munro embodies the spirit of Centera Private Wealth, enriching the lives of those she serves and the community she calls home.