Travis Warnock, AIF^®, CPFA^®

Travis believes that financial planning is about far more than returns—it’s about helping people gain clarity, confidence, and direction during some of life’s most important transitions. He is driven by the idea that when financial complexity is simplified and decisions are grounded in clear strategy, clients are better positioned to move forward with purpose and peace of mind.

With more than 15 years of experience, Travis collaborates thoughtfully with closely held business owners and individuals approaching or already in retirement who are navigating increasingly complex financial decisions. He specializes in retirement planning, employee benefits, and tax-efficient income and distribution strategies, helping clients thoughtfully align their resources with their long-term goals—whether preparing for growth, retaining key employees, or planning for an eventual transition or exit.

Travis’ advisory approach is rooted in transparency, education, and long-term relationships. He takes time to understand each client’s unique circumstances, values, and vision, and he is committed to explaining complex financial concepts in clear, plain language. By focusing on the “why” behind each recommendation, Travis empowers clients to make informed decisions with confidence, knowing they have a well-coordinated plan designed to evolve as life changes.

Outside of the office, Travis enjoys attending sporting events and concerts, volunteering with local youth sports programs, and exploring new places with his family. He lives in Maple Valley with his wife, son, and their labradoodle, Roxie.

Credentials & Affiliations:

• Accredited Investment Fiduciary® (AIF®)
• B.A. in Business Administration, Minor in Finance - William Penn University
• Certified Plan Fiduciary Advisor (CPFA®)