Travis Harper, CFP®, CRPC®

Director of Financial Planning, MWM

Registered Associate, RJFS

Travis works with the McGee Wealth Management team alongside Judith McGee, CFP®, Linette Dobbins, CFP®, and Jennifer Gutridge, CFP®.  His industry experience has focused on comprehensive and collaborative wealth management strategies for high net worth families and small business owners that include investment counseling and advanced planning analysis.  He strives to implement extraordinary client experiences for the team with high integrity and trust.  Personal connections and genuine relationships are some of his favorite aspects of being in the business.

 

His primary role as Director of Financial Planning involves working directly with clients in gathering appropriate financial information, modeling scenarios, developing recommendations, and monitoring goals over time. He specifically enjoys helping families coordinating complex legacy goals with philanthropic desires, and the creativity involved in developing strategies to achieve value-based solutions.  Travis is an active member of the Oregon & SW Washington FPA Chapter, and NexGen Advisor community.

 

Prior to joining McGee Wealth Management, Travis spent three years in an independent agency in Corvallis, OR and was instrumental in building the firm by contributing to all areas of the business including fostering and developing team clients, executing market orders, and developing community relationships. During his time there, he evaluated life, disability, and long-term care insurance for clients.  He integrated investment analysis with client financial plans and regularly reviewed asset allocation strategies with the investment committee. Strategically, he helped create and evaluate financial plans for multiple branch advisors across the state of Oregon.  He conducted local marketing efforts through seminars, radio, and community organizations.

 

Travis graduated from Oregon State University with a focus in Finance and Healthcare Management & Policy.  He also earned his International Business degree in Bad Mergentheim, Germany through the Oregon State College of Business exchange program.  He held several leadership positions in the OSU Investment Group, Finance Club, Campus Crusade for Christ, and Pi Kappa Alpha fraternity.

 

He completed the Executive Certificate of Financial Planning through the University of Portland and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2017.  He earned his Chartered Retirement Planning Counselor (CRPC®) in 2016 and holds the Series 7, 66, life, health, and LTC insurance licenses.

 

During his time outside the office, Travis loves spending time with his wife, Jill, and his two boys, Jude and Sam.  He enjoys staying busy through several hobbies including skiing, hiking and backpacking, hunting, soccer, and woodworking. He recently moved to Sherwood and looks to stay actively involved in the community.

 

 

 

1 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with  flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Making Life a Richer Experience

Office: 503-597-2222

Fax: 503-598-8515

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through McGee Wealth Management, Inc. McGee Wealth Management, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.

 

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"It is a remarkable experience converging wealth management technology and highly personalized services to solve sophisticated financial issues."

"It is a remarkable experience converging wealth management technology and highly personalized services to solve sophisticated financial issues."

Travis Harper, CFP®, CRPC®

Travis works with the McGee Wealth Management team alongside Judith McGee, CFP®, Linette Dobbins, CFP®, and Jennifer Gutridge, CFP®.  His industry experience has focused on comprehensive and collaborative wealth management strategies for high net worth families and small business owners that include investment counseling and advanced planning analysis.  He strives to implement extraordinary relationship management for the team with high integrity and trust.

 

His primary role as Director of Financial Planning involves working directly with clients in gathering appropriate financial information, modeling scenarios, developing recommendations, and monitoring goals over time. He specifically enjoys helping families coordinating complex legacy goals with philanthropic desires, and the creativity involved in developing strategies to achieve value-based solutions.

 

Prior to joining McGee Wealth Management, Travis spent three years in an independent agency in Corvallis, OR and was instrumental in building the firm by contributing to all areas of the business including fostering and developing team clients, executing market orders, and developing community relationships. During his time there, he evaluated life, disability, and long-term care insurance for clients.  He integrated investment analysis with client financial plans and regularly reviewed asset allocation strategies with the investment committee. Strategically, he helped create and evaluate financial plans for multiple branch advisors across the state of Oregon.  He conducted local marketing efforts through seminars, radio, and community organization networks.

 

Travis graduated from Oregon State University with a focus in Finance and Healthcare Management & Policy.  He also earned his International Business degree in Bad Mergentheim, Germany through the Oregon State College of Business exchange program.  He held several leadership positions in the OSU Investment Group, Finance Club, Campus Crusade for Christ, and Pi Kappa Alpha fraternity.

 

He completed the Executive Certificate of Financial Planning through the University of Portland and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2017.  He earned his Chartered Retirement Planning Counselor (CRPC) in 2016 and holds the Series 7, 66, life, health, and LTC insurance licenses.

 

During his time outside the office, Travis loves spending time with his wife, Jill, and his two boys, Jude and Sam.  He enjoys staying busy through several hobbies including skiing, hiking and backpacking, hunting, soccer, and woodworking. He recently moved to Sherwood and looks to stay actively involved in the community.

 

 

1 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with  flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

"It is a remarkable experience converging wealth management technology and highly personalized services to solve sophisticated financial issues."

Travis Harper, CFP®, CRPC®

Director of Financial Planning, MWM

Registered Associate, RJFS

"It is a remarkable experience converging wealth management technology and highly personalized services to solve sophisticated financial issues."

Office: 503-597-2222

Fax: 503-598-8515