The Baier, Ormsby & Porto Wealth Management Group of Woodstock Financial
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Meet Our Team
Travis Ormsby, CFP
Senior Financial Advisor
Phone: 815.687.0205
Email: travis.ormsby@wfafinet.com
Experience
A graduate of Drake University with a Bachelor’s degree in Business and Public Administration with a focus in Entrepreneurial Management & Finance, Travis joined Wells Fargo Advisors in Woodstock, IL. Travis brings education, advanced training, and a dedication to professional development to deliver value to clients.
Travis comes from a long line of entrepreneurs and both his Mom and Dad own small businesses in the area. With the spirit of Entrepreneurship running through his veins, Travis brings with him a passion for helping people succeed in every aspect of their lives.
Education & Credentials
· CERTIFIED FINANCIAL PLANNER™
College for Financial Planning
· Bachelor in Business and Public Administration
· Series 7 & 66 Registered
Outside Interests
Outside of work, Travis enjoys reading, spending time with family, staying active, and taking weekend trips with friends. Giving back to the community is very important to Travis. In school, his Fraternity led two charitable events a year. One raises money for the Huntsman Cancer Foundation, and the other has helped build multiple High Schools in Belize and provided the necessary resources to help kids rise out of poverty.
A graduate of Drake University with a Bachelor’s degree in Business and Public Administration with a focus in Entrepreneurial Management & Finance, Travis joined Wells Fargo Advisors in Woodstock, IL. Travis brings education, advanced training, and a dedication to professional development to deliver value to clients.
Travis comes from a long line of entrepreneurs and both his Mom and Dad own small businesses in the area. With the spirit of Entrepreneurship running through his veins, Travis brings with him a passion for helping people succeed in every aspect of their lives.
Education & Credentials
· CERTIFIED FINANCIAL PLANNER™
College for Financial Planning
· Bachelor in Business and Public Administration
· Series 7 & 66 Registered
Outside Interests
Outside of work, Travis enjoys reading, spending time with family, staying active, and taking weekend trips with friends. Giving back to the community is very important to Travis. In school, his Fraternity led two charitable events a year. One raises money for the Huntsman Cancer Foundation, and the other has helped build multiple High Schools in Belize and provided the necessary resources to help kids rise out of poverty.
