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 

If you are in the business of helping others, let us help you.  Due to the structure of most non-profit organizations, there is generally a duty to make financially sound and sustainable decisions.  We believe in the power of community and would be glad to help.  We can be a source of advice for you and your donors or manage some or all of your assets in accordance with your organizational objectives.

 If you trust us to manage your assets, we are dedicated primarily to helping you achieve your organizational goals.  We craft a detailed Investment Policy Statement that helps guide investment decisions and keeps board members apprised of the organization’s asset management strategy and fees.  We also have a special fee structure exclusively for Non-Profits, leaving you more of the money needed to do the good work you do. 

If we can be an asset to your organization to educate your staff or donors on common estate planning techniques for the charitably inclined or giving broad economic updates, please don’t hesitate to contact us.  We are happy to donate our time and talents.

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