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 

RETIREMENT PLANNING

The idea of retirement seems simple.  You stop working for a living and start working on living… there is just one problem.  A well planned and well managed retirement is anything but simple.

  • Pre-Retirement: We will help you create a savings strategy that is appropriate for you, your family, and your goals. We help you consider changing tax landscapes, economic cycles, and rising costs to help determine how much money you will need to have saved to retire on your terms and live comfortably.
  • Living in Retirement: You have worked and saved diligently for this.  Now you want to enjoy this season in life and you don’t want to squander your savings.  We will help you craft an income plan that considers, income sources, tax treatment of withdraws, rising costs of healthcare and everyday living needs, and balances that with your desire to preserve your assets when possible.

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