Wealth Management

Travis Denkenberger

Meet Travis Denkenberger

Vice President of Wealth Management

Travis has a decade of experience assisting individuals and families navigate their finances and develop strategic plans to help them move towards their goals.  Travis believes that the most important step to achieving financial security is developing a plan.  His unique process is designed to generate tailored solutions for individuals, families, businesses, and non-profit organizations.  Travis can assist in developing a written financial plan to address a multitude of goals including saving for or living in retirement, sale of a business, education funding, estate planning, charitable giving, and much more.

Travis earned his Bachelor of Science in Business from Fairmont State University in Fairmont, WV and holds his Accredited Wealth Management Advisor™ (AWMA®) designation from the College for Financial Planning.  Additionally, Travis has FIRNA Series 66, 7, & 6 licenses along with an Ohio Insurance license. 

Outside of work, Travis enjoys spending time with his family.  He also enjoys being outdoors, particularly while playing golf or baseball.  Travis also enjoys traveling and learning about history.

Learn More Here

 

The Journey: Navigating your financial future together

A great partner not only has the character and the tools to accomplish your goals, but also practices the right methods to lead the team on the right track. For a successful Journey, the team works to scout, act, track, and cooperate to reach the top. 

Start Your Journey Today 

ESTATE PLANNING 

Estate Planning is the process of preparing your assets to be managed in the event of death or incapacitation.  Law provides a process, called probate.  There are also a number of other financial instruments and legal strategies that can be deployed to help navigate this difficult and overwhelming process.

“When do I need an Estate Plan?”  Contrary to popular speculation, an Estate Plan is not reserved for the ultra-wealthy.  Anyone with any measurable assets should consider what will happen to those assets once they are unable to manage them.  So the short answer is “As soon as possible!”

We work diligently to understand the totality of your wishes in an open and compassionate manner.  In conjunction with our qualified legal counsel who can review and draft all necessary documents, we can assist you in tailoring an approach designed to preserve your estate so that your wishes might be realized.

Investments are not FDIC insured. May Lose Value - No Bank Guarantee. Member FINRA / SIPC

Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Travis Denkenberger is an independent contractor of Money Concepts. 1st National Bank is an independent firm and not affiliated with Money Concepts