Flexible and Knowledgeable
From a full, broad-based financial plan to focusing on a single issue, we can provide the advice and direction you need to accomplish your goals. With our proven planning process, we will formulate a comprehensive plan to suit your needs. In addition, we can help implement the recommendations that we make.
At Journey Financial, we have no investment, income, or net worth minimums, so we can help almost anyone. Let Journey financial help you “PLAN YOUR DESTINATION”.
KEVIN TRAVIS – CEO/OWNER
Kevin joined the insurance and financial planning industry in 1998 with a passion for creating and implementing viable financial strategies. He has had many entrepreneurial opportunities, including restaurant ownership, a marketing venture, and a distribution business throughout his career. As the current CEO and Owner of Journey Financial, he’s dedicated to providing comprehensive financial plans personalized for each of his clients.
Kevin is Insurance and Series 65 licensed and is driven by the fiduciary standard of putting his client’s best financial interests before anything else. Kevin started his career in Southern California, helping retirees understand their retirement planning options and showing them how to reach their financial objectives. Changing things up, Kevin moved to Kansas, but his passion for helping others continues. With his new venture in place, he looks forward to doing great things with the Journey Financial team and his “family” of clients.
“Plan your destination” and “Enjoy your journey” are words to live by, according to Kevin, and it’s also how he lives personally and professionally.
His parent’s work ethic and standard of treating everyone like family inspire Kevin. He has seen the ups and downs that life throws and has dedicated himself and his company to help others plan and enjoy their life’s journey. Like family members, every client’s needs are different and ever-changing, and Kevin understands that a solid financial plan requires diversity and flexibility. Journey Financial presents an array of planning options—from tax planning, Medicare, estate planning, annuities and beyond—to use when developing client’s individualized financial plans.
Kevin studied business and marketing at Northern Michigan University, from 1979-1982 shortly after in 1982, he moved to sunny California to start his career. Kevin made a career change to hospitality in 2012 before he eventually found his way back to financial planning.
Kevin has six children, three grandchildren, and two dogs named Tot and Tito. He currently resides in Olathe, KS, with his wife Kristine and stepson JP. When Kevin isn’t working, he enjoys time with his family, attending sporting events, fine dining, and traveling as close as the beach and as far as Europe. Every year they find a new destination so if you need a travel recommendation, just ask!