Travis McEowen, AFIM
Senior Vice President
Chief Investment Officer
Office: 260.994.0051
Chief Investment Officer
Office: 260.994.0051
Travis McEowen brings over 23 years of experience in the investment management and trust industry, making him the ideal leader for the creation and growth of Appleseed Wealth Management. Travis has held key roles, including Portfolio Manager and Investment Manager at leading financial institutions in the Fort Wayne area, with investment responsibility for over $500 million in assets under management. He is also an Accredited Fiduciary Investment Manager (AFIM), a designation awarded by Cannon Financial Institute and The Center for Fiduciary Studies.
Travis specializes in implementing advanced portfolio management tools to design, build, and monitor investment portfolios tailored to clients' income needs, growth objectives, and risk tolerance. He has extensive experience managing portfolios for high-net-worth individuals and families, as well as for foundations and endowments.
Travis holds a Bachelor’s degree in Economics & Finance from Olivet Nazarene University and an MBA from Indiana Wesleyan University. He is an active participant in the Big Brothers Big Sisters Real Men Read program and a past member of the Investment Committees of the Community Foundation of Greater Fort Wayne and Physicians Health Plan of Northern Indiana.
Sherri Chaney, CTFA, CSOP
Vice President
Senior Wealth Manager
Office: 260.994.0052
Sherri Chaney brings over 30 years of expertise in the banking and trust industry. As a Certified Trust and Financial Advisor (CTFA) and a Certified Securities Operations Professional (CSOP), Sherri is highly qualified to guide clients through the complexities of trust management and financial planning. She is also licensed with Series 7 and 63 through FINRA and Life and Health Insurance licensed in the state of Indiana.
Sherri’s extensive knowledge and experience were instrumental in the founding of Appleseed Wealth Management. In previous roles, she was a key part in establishing two trust departments. Her experience spans a wide range of responsibilities, from capital changes and securities processing to managing trusts, estates, agencies, and qualified retirement plans.
A graduate of Purdue University and Cannon Trust School, Sherri is committed to ongoing professional development. She continually completes continuing education courses to stay up to date in areas such as securities operations, fiduciary and trust activities, financial planning, tax law, investment management, and ethics.
Lisa Mansberger
Vice President
Senior Wealth Manager
Office: 260.205.5026
With a career span of over 19 years in the banking and trust industry, Lisa Mansberger brings a wealth of expertise in managing complex Trusts, Estate Administration, Investment Agencies, and IRAs. Her deep understanding of the financial landscape allows her to provide personalized, strategic solutions that meet the unique needs of her clients.
A Cum Laude graduate of Ivy Tech Community College and Cannon Trust School, Lisa continually completes continuing education courses to stay up to date. These educational experiences have solidified her foundation in Trust and Estate Administration, equipping her with the skills to navigate intricate financial matters with precision.
Lisa’s career is built on a commitment to integrity, service, and continuous growth, and she is dedicated to helping individuals and families secure their financial legacies for generations to come. Beyond her professional commitments, Lisa is passionate about giving back to her community. She serves as an active board member for the YMCA of Greater Fort Wayne and volunteers her time with Junior Achievement USA.
Melissa Minser
Wealth Operations Specialist
Office: 260.205.5025
Melissa Minser is embarking on her career in wealth management with Appleseed Wealth Management. With a solid foundation in finance and banking, Melissa is eager to expand her knowledge, training, and accreditation in the wealth management field. She is committed to continuous learning and professional development, aiming to achieve various certifications and licenses in the future.
Melissa's previous experience in finance has equipped her with a strong understanding of financial principles and client service. Previously, she worked in banking, which honed her skills in financial analysis, customer relations, and operational efficiency. During her time working in banking, she held several positions, from working the teller line, to helping customers with loan applications. Her dedication to excellence and her proactive approach to problem-solving have been key assets in her career thus far.
Joining Appleseed Wealth Management represents an exciting new chapter for Melissa. She is particularly drawn to the opportunity to be part of a growing and innovative firm. The chance to learn from her distinguished coworkers and contribute to the development of a new venture is what inspired her to join the team. Melissa is enthusiastic about the collaborative environment at Appleseed and looks forward to playing a role in helping clients achieve their financial goals.
Outside of work, Melissa is passionate about community service and enjoys volunteering with local non-profits. She believes in giving back to the community and is always looking for ways to make a positive impact.