Travis Denkenberger, CFP®, AWMA®
Director of Financial Planning/Partner
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.