Travis Liles easily explains his job as helping people achieve their dreams.
“My passion is to work closely with my clients as we navigate their current and future financial needs and use goal-based planning to find a way to achieve their personal and financial goals,” says Liles, a senior advisor with BKD Wealth Advisors LLC.
He provides wealth-management services and comprehensive financial planning for high-net-worth clients, who often have complex financial situations. Liles seeks to create relationships that go beyond financial advice.
“I build trust with individuals and families through transparent investment management,” he says. “Part of that trust is being the honest, independent voice for them when things need to be changed or difficult decisions need to be made. As my clients focus on their daily lives, they trust that I’m constantly paying attention to what’s ahead.”
Prior to joining BKD Wealth Advisors in 2014, Liles spent three years as the west region manager for the Community Foundation of the Ozarks. He managed a network of 450 volunteers from 44 regional affiliate community foundations, trained nonprofit boards on charitable fund development and assisted donors and community leaders with fulfilling personal philanthropic goals.
Liles is a two-time graduate of Missouri State University, where he earned a bachelor’s in entrepreneurship and an MBA. He received his Series 65 Securities License through the Financial Industry Regulatory Authority in 2015 and has been a certified financial planner since 2017.
“I affect my clients’ business in many different ways,” Liles says. “I’ve assisted business owners with straightening out their personal finances and investments, allowing them to focus on their passion of running their business.”
His clients run the gamut from people seeking to restructure a retirement plan while saving more and also increasing employer contributions for employees to entrepreneurs who need succession plans for the continuity of the enterprise and its employees.
“My clients rely on me for help with many facets of their financial health,” Liles says. “In addition to providing comprehensive retirement planning … we discuss what happens to their wealth in the event of any emergency. I’ve walked clients through planning for some extremely uncomfortable and terrifying scenarios and will have those crucial conversations with their family members when appropriate.”
Liles is a member of the Financial Planning Association, a professional CFP organization through which he completed an experiential learning program for financial planning. He is also involved with the Greene County Estate Planning Council, an interdisciplinary group of professionals across several fields who are involved in estate planning.
Extracurricular involvement includes serving on the Springfield Little Theatre board, sitting on the investment committee for Harmony House and working with the Springfield Area Chamber of Commerce’s The Network for young professionals as an at-large member.
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