Travis Wesley
CFP®, AIF®, APMA®, CRPS®, CRPC®
Investment Advisor Representative
Travis began his career in the financial services industry immediately after graduating with a B.A. in International Studies from George Fox University in 2008. For 6 years he worked with clients in British Columbia, Canada and then relocated back to Oregon in 2014, where he lives with his wife and two children in Tualatin. Passionate about helping others achieve their goals, Travis builds client-advisor relationships on shared values and mutual respect.
Travis educates clients through financial planning, advanced tax-advantaged strategies to accomplish client goals, and supports them with actionable steps. His specialization is working with business owners to start or improve their Employer-Sponsored retirement plans and explore solutions succession planning.
When he isn’t in work-mode, you’ll find Travis out and about with family at local parks and trails, if he isn’t at Home Depot for a random project.
Areas of focus:
- Individual & Family Financial Planning
- Business Sponsored Retirement Plans
- Benchmarking, Takeover, Education
- Exit Strategy and Succession Planning
- Insurance Gap Analysis
- Estate and Tax Planning
- Wealth Management
- Budgeting and Debt Management
