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Travis Penfield - Founder and CEO

Travis has taken the vision of 49 Financial and made it a reality. He is an inspirational leader who has built one of the fastest growing groups of comprehensive financial planners in the United States.

As CEO, Travis’ time is spent equipping leaders to build the next generation of financial planners who will revolutionize finance together. 49 Financial is based on the verse Ecclesiastes 4:9 which states that “two are better than one for they will get a better return on their labor”. Holding this verse as the foundation of the firm means that the financial planners work in pairs to serve clients, ensuring integrity and honesty in all they do. This can be a foreign concept in the financial services industry but is a focal point at 49 Financial. Travis wholeheartedly believes it is his calling to coach and develop new advisors and leaders to live out this verse in order to revolutionize the financial industry.

Under Travis’s leadership the firm has doubled each year for the past three years in headcount, bringing 49 Financial to a total of 350+ advisors in two different geographies. What we really believe that matters however, is that over the same three year period the amount of families and businesses impacted by 49 Financial has also doubled each year.

Travis’s passion for philanthropy and commitment to community is seen through 49 Financial’s involvement with several local organizations like the Capital Area Food Bank and the Capital 10K run.

Travis is a Magna Cum Laude graduate of Texas A&M University. He has been married to his wife, Jaclyn, since 2011 and they live in Austin, Texas with their dog, Duncan. They enjoy international travel, playing golf, and cheering for the San Antonio Spurs.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with SEC. Annuity and insurance products offered through AXA Network, LLC. 49 Financial is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

 
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Hunter Lloyd - Founder and associate partner

Hunter Lloyd is a Founder and Associate Partner of 49 Financial. As a Centurion advisor, Hunter has been essential in onboarding and serving many of the firm’s clients. Mr. Lloyd spends his time developing and fostering relationships with his clients while also creating solutions for their wealth and estate planning needs. In addition to serving his clients, he is also responsible for bringing in and developing young advisors aspiring to be inducted into 49 Financial. Hunter carries his Series 7 and Series 66 securities licenses.

Prior to founding 49 Financial, Mr. Lloyd attended the Mays School of Business at Texas A&M University where he also worked for the Men’s Basketball program. Hunter enjoys traveling, live music, watching and playing sports, and attending the Austin Stone Community Church.

 

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with SEC. Annuity and insurance products offered through AXA Network, LLC. 49 Financial is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

 
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Jeff Davidson - Founder and partner

Jeff Davidson is a Senior Partner and Co-Founder of 49 Financial, and has been in the wealth management business since 2002. Jeff is originally from Irving, Texas, and graduated with Honors from The University of Texas ERB program. Jeff began his career in finance with AXA Advisors and became one of the most distinguished advisors within the firm, qualifying for AXA’s Premier Planning Group as well as the Hall of Fame. In addition to his work in financial services, Jeff partners with his wife Ally in running Camp Gladiator – one of the fastest growing fitness companies in the United States. Jeff and Ally founded and co-manage the CG family of brands including Camp Gladiator, CG Arena, and CG Victory. Jeff’s passion in life is serving others and fulfilling his life mission of sharing the joy of Christ by laughing, loving, and living adventurously.

 

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with SEC. Annuity and insurance products offered through AXA Network, LLC. 49 Financial is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

 
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Paul Schappert - Founder and Partner

Paul Schappert is a Founding Partner of 49 Financial, an Austin-based financial planning firm that works with families and business-owners on the development of efficient strategies for accumulating, distributing and transferring wealth. Since its inception, 49 Financial has established its competitive advantage of personalized client service and professional expertise, and has grown to serve hundreds of clients across multiple cities and states. Along with being involved in the day-to-day operations of the firm, Mr. Schappert remains heavily engaged with many of its top clients. He received his certification as a Retirement Planning Specialist from the University of Pennsylvania’s Wharton School of Business and also carries his Series 7 and Series 66 securities licenses. As a perennial Centurion advisor, Mr. Schappert holds an accolade reserved for the financial planning industry’s most accomplished advisors.

Prior to founding 49 Financial, Mr. Schappert played four years of professional baseball within the Chicago Cubs organization of Major League Baseball. He resides in Austin, TX with his wife and two sons, and enjoys traveling, volunteering around his community, and spending time with family and friends.

 

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with SEC. Annuity and insurance products offered through AXA Network, LLC. 49 Financial is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

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Kyle Sims - founder and DFw managing Partner

Kyle joined AXA Advisors in 2005 as a financial consultant working with families and business owners in the areas of asset management and protection. Due to his early success and dedication to financial advising, Kyle chose to build a team of advisors and was quickly promoted to Divisional Vice President in March of 2008. Through selecting and recruiting strong talent and implementing a comprehensive training program, he led his team of highly qualified financial professionals to receive numerous awards and be recognized among AXA’s top producers. 

In 2014 Kyle was appointed Senior Vice President of the Dallas office within AXA. In this position, Kyle led a team of 84 advisors as they impact the lives of their clients throughout the region. As part of the Texas branch, this team has been awarded the Gold President’s Trophy in 2014, 2015, and 2016, which represents the highest honor a team can receive for recognition of their collective efforts. 

Kyle still maintains his personal client base. Working alongside his partners, the team serves these clients in the areas of retirement planning, capital preservation, and business continuation strategies. He is passionate about assisting his clients and advisors in stewarding their gifts and resources well. 

Kyle has spoken throughout Asia and the United States on the topics of leadership development and training in the financial services industry. He has been invited as a key-note for a number of colleges & universities, corporate leadership teams, and industry organizations. 

In January of 2018, Kyle was appointed to the role of Managing Partner in DFW for 49 Financial. 49 Financial is founded on the belief that "two are better than one" and is devoted to serving clients and advisors through the power of teaming.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with SEC. Annuity and insurance products offered through AXA Network, LLC. 49 Financial is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

 
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ted grant - partner

 

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with SEC. Annuity and insurance products offered through AXA Network, LLC. 49 Financial is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.