1st National Wealth Management

1st National Wealth Management Our goal is to help you reach YOUR financial goals. It's all about you and your future. Travis is involved in the Rotary Club of Lebanon, OH.
2452766-092022

BACKGROUND:
Travis has been in the financial services industry since 2007. His mission is to build his clients confidence in their financial future by first understanding their goals, then developing a strategy and reviewing progress, all while acting with integrity and transparency. He works to understand financial situations, explains options available, and then works alongside his clients towar

ds their goals. POPULAR SOLUTIONS:
• Comprehensive financial planning
• Asset/ portfolio management strategies
• Wealth protection strategy
• Financial planning for business owners
EDUCATION & CREDENTIALS:
Travis holds his FINRA Series 7 and 66 securities registrations as well as his Life & Health License along with being a CERTIFIED FINANCIAL PLANNER™ professional. INTERESTS:
Travis resides in Dayton, Ohio with his wife, two children, cats, and dogs. In his free time, he enjoys hiking, traveling with his family, golfing, and other outdoor activities.

2026 will be defined by paradox. Markets are buoyed by innovation, resilience, and policy support, yet fragile in the fa...
12/17/2025

2026 will be defined by paradox. Markets are buoyed by innovation, resilience, and policy support, yet fragile in the face of structural shifts, elevated valuations, and geopolitical uncertainty. As investors navigate this late-cycle environment, discipline and agility will be critical.

Here's a closer look at key insights from Principal Asset Management℠: https://www.principalam.com/us/insights/macro-views/2026-perspectives

12/16/2025

circlevilleherald.com

12/15/2025

cnbc.com

12/12/2025

yahoo.com

11/20/2025

wsj.com

With pension plan funded ratios at multi-year highs, plan sponsors have more options than ever. "There's still ample opp...
11/19/2025

With pension plan funded ratios at multi-year highs, plan sponsors have more options than ever. "There's still ample opportunity to take advantage of the normalized yield curve," says Sri Reddy, SVP – Retirement and Income Solutions at Principal®. Read more about how sponsors are navigating this environment.
https://livesocial.seismic.com/a-KocL

As lifespans increase and the global 60+ population surges, longevity is reshaping retirement planning and creating dema...
11/18/2025

As lifespans increase and the global 60+ population surges, longevity is reshaping retirement planning and creating demand for new financial strategies. Sri Reddy, SVP – Retirement and Income Solutions at Principal® shares four ways to help promote financial security for longer retirements.
https://livesocial.seismic.com/axntuT

11/18/2025

yahoo.com

11/17/2025

money.com

11/17/2025

success.com

11/14/2025

montereyherald.com

11/14/2025

forbes.com

Address

Lebanon, OH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15132284195

Website

https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/bdc9727c-

Alerts

Be the first to know and let us send you an email when 1st National Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to 1st National Wealth Management:

Shortcuts

Share

Category