Travis King, CIMA®

Travis began his finance career in 1991 and remains deeply committed to guiding clients through the financial decisions they face—especially those they may not have anticipated. He holds the Certified Investment Management Analyst® (CIMA®) designation, the only financial services credential accredited by the American National Standards Institute, representing the highest standard of credibility, integrity, and investment consulting expertise.

A graduate of Wright State University, Travis earned his bachelor’s degree in business with a dual major in accounting and finance. Outside of work, he is an avid cyclist and skiing enthusiast. He is also passionate about coaching youth sports and has spent the past two decades actively involved in his community’s football, baseball, and basketball programs.

A proud Daytonian, Travis has spent most of his life in the area. Happily married for 30 years, he and his wife, Patsy live in Centerville and are proud parents of three Sons; Trey, Assistant Director of Player Personnel and Football Recruiting Scout at the University of Pittsburgh; Chris, a broadcaster and educator at Centerville High School; and Landon, a finance student at the University of Kentucky’s Gatton College of Business and Economics.

Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.