Travis Wesley, M.S., CFP®, MPAS™, CRPS™

Since 2008, Travis Wesley has spent years helping clients navigate the full complexity of their financial lives, with a focus on retirement income planning, tax-advantaged strategies, and wealth management. He works with a broad range of clients, from families building their first financial plan to pre-retirees, retirees, and business owners establishing or growing employer-sponsored retirement plans. His approach is straightforward: understand the complete picture, analyze every available option, and help clients choose a path built around their own vision of the future.

Travis holds advanced designations including CERTIFIED FINANCIAL PLANNER®, Master Planner Advanced Studies, Accredited Investment Fiduciary, Accredited Portfolio Management Advisor, Chartered Retirement Plans Specialist, and Chartered Retirement Planning Counselor, along with FINRA Licenses 7, 63 & 65.

Travis graduated from George Fox University and entered the financial services industry in 2008 at the onset of the Great Financial Crisis, serving clients ranging from everyday families to senior executives at Fortune 250 companies. In 2026, Travis, Rachel, and Christine joined Summit Wealth Group as equity partners, launching Summit's Portland Branch with combined expertise in tax planning, financial planning, and portfolio management.

Outside the office, Travis is married to Kelly and is the proud father of two active kids. The family enjoys the Oregon Coast, the High Desert, and visits to family in British Columbia and Spokane. He is also an eternal optimist about his golf game.