About
At the Wealth Strategies Group, our philosophy is simple:Your best interst is our only interest.
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The Wealth Strategies Group Team
Travis Allen
Certified Financial Planner™
Successfully advising clients since 1996 with innovative, personalized financial strategies, Travis Allen has guided countless individuals, families, business owners and retirees in over 20 states to live their lives more confidently from a secure financial position.
Mark Yates
Certified Financial Planner™
Specializing in financial planning for business owners and professionals, Mark Yates has been advising clients and managing portfolios since 2003. Mark specializes in corporate benefits, 401k/deferred compensation plans and pensions, and comprehensive investment analysis.