Paul Travis is a Registered Investment Advisor with over 25 years of experience in the securities and insurance industry and is dedicated to helping individuals and businesses build their financial futures. Paul began Community Financial Group with the goal of providing unbiased solutions for his clients in all aspects of wealth management. As a fiduciary, Paul advises clients in all areas of financial, estate, and retirement planning, insurance, investment management, employer benefits, and other related areas.

Prior to starting Community Financial Group, Paul was the Vice President of the Investment and Insurance Department for all 10 branches of Community National Bank, which was located in Hudson Massachusetts. Paul also worked as an Investment and Insurance Advisor for Bankers of Chicago, Patriot Group in Worcester, Commonwealth Financial Group in Boston, and Murphy Brokerage in Hudson. Paul is also a corporator at Avidia Bank in Hudson.

Paul holds Series 6 Investment Company and Variable Contracts Products Representative, Series 65 Investment Adviser Representative, and Life and Health licenses. Educated at Worcester State University, Florida Atlantic University, and Boston University, Paul earned a Bachelor of Science degree and is a graduate of Boston University’s Financial Planning Program.

In his spare time, Paul enjoys golfing, spending time with family, and being an active member of the Assabet Valley Chamber of Commerce and Knights of Columbus.

With over 40 years of investment experience, Dick is a Registered Investment Advisor who brings a solid investment background to Community Financial Group. Dick draws upon this expertise in all aspects of financial planning, insurance, and estate planning to provide financial advice that Community Financial Group clients trust. Dick is dedicated to developing lasting relationships with all of his clients to help them pursue their long-term goals.

Prior to starting Community Financial Group, Dick was Vice President of the Trust Department at Community National Bank in Hudson Massachusetts where he was responsible for all Trust Department investments. Dick also served as Chairman of the Investment Committee for a number of local bank holding companies, including The Conifer Group, MultiBank Financial, and First Financial Trust.

In her role at Community Financial Group, Tina ensures the smooth operation of back-end business processes, including overseeing all day-to-day operations, managing client relationships, and performing data analysis. She is also instrumental in assuring adherence to all regulatory compliance standards.

With a background in business, Tina enjoys helping clients and brings a unique customer service expertise to the team. Her organizational, communication, and planning skills facilitate the smooth operation of business processes.

Active in the community, Tina is passionate about teaching and is a lifelong learner. She enjoys photography, art, cake decorating, and reading.

Ally has over 20 years of experience in the Finance Industry. In her role as Client Relations Specialist at Community Financial Group, she is a cornerstone of client interactions. Ally’s passion and enthusiasm, combined with her experience, allows her to understand the needs of our diverse clientele. Whether it’s managing client service requests, addressing client inquiries, or providing back-office organizational support, Ally extends the capabilities of our entire team and keeps the back-end business operations running smoothly.