Travis Denkenberger, CFP®, AWMA®
Director of Financial Planning/Partner
Background
Travis has been serving clients in the financial services industry since 2007. He has a background in private wealth management and has developed his practice around holistic financial planning. He works with clients to understand their personal and financial objectives, analyze their circumstances, and develop a plan to help them towards their goals.
Popular Strategies
Financial Needs Analysis
Asset Allocation Strategies
Business Owner Planning Strategies
Strategic Planning/Estate Planning
Tax Efficient Investment and Planning Strategies
Education & Credentials
Travis is a CERTIFIED FINANCIAL PLANNER® professional. He also has an Accredited Wealth Management Advisor? designation. He holds his FINRA Series 7, Series 6, and Series 66 securities registrations as well as his Life & Health Insurance License. Travis graduated from Fairmont State University in West Virginia with a Bachelor of Science in Business Administration.
Interests
Travis lives in Centerville, Ohio with his wife Amie and two children, Audriana and Roman. He is active in volunteering at his kid’s school and is a baseball and basketball coach. Travis is also involved with Kettering Health Network’s philanthropic efforts and is a member of their PACK committee. In his free time, Travis enjoys traveling with his family and playing golf.