TRAVIS GUZIK

VP OF INVESTMENTS
DIRECTOR OF RETIREMENT PLANS
ASSOCIATE FINANCIAL ADVISER

Travis Guzik serves as Vice President of Investments and Director of Retirement Plans at Draggoo Financial Group, where he works closely with individuals, families, and business owners to help them pursue long-term financial stability and retirement confidence. His approach is grounded in education, collaboration, and a genuine desire to help people make informed financial decisions.

Raised in a close-knit family, Travis learned the importance of supporting others early on. While his immediate household was small, his extended family was large and deeply connected, providing him with early exposure to the values of teamwork, responsibility, and service. Those experiences shaped his belief that meaningful success is built by helping others succeed—a principle that continues to guide his professional career.

Travis’s passion for service began well before his career in finance. While attending California Polytechnic State University - Pomona, he worked at an elementary school, supporting young students and reinforcing his commitment to helping people grow and thrive. After graduating, Travis chose to apply that same passion in the financial industry, recognizing the powerful role financial education and planning can play in people’s lives.

Prior to joining Draggoo Financial Group, Travis spent 11 years with American Funds, where he worked as an international money manager in various roles. During that time, he gained extensive experience in investment management and developed a deep understanding of global markets, portfolio strategy, and the importance of disciplined, long-term investing. His work focused not only on improving outcomes for clients, but also on supporting advisors and collaborating with colleagues across the organization.

At Draggoo Financial Group, Travis serves as an Associate Financial Adviser, specializing in investment strategy and retirement planning. He works with clients to design thoughtful, goal-driven strategies that help align their financial resources with their long-term objectives. Travis holds Life and Health insurance licenses, as well as Series 6, 7, 63, and 65 registrations, allowing him to support a wide range of planning and investment needs.

Known for his approachable communication style and ability to connect with people from all walks of life, Travis believes that strong relationships are the foundation of effective financial guidance. He takes pride in helping clients understand their options and empowering them to take an active role in their financial future.

Outside of the office, Travis enjoys spending quality time with his wife, Lainey, their sons, Marek and Murphy, and their family pets. He appreciates the outdoors and can often be found playing soccer, hiking, or relaxing at home in his garden. He is also an avid movie enthusiast and enjoys keeping up with upcoming film releases. Travis is grateful to live and work in the Wenatchee area, where he can balance a fulfilling career with an active family life.