Michael Gorman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Babb Wealth Advisors LLC in Flagstaff, AZ. His prior experience includes roles at BKD Wealth Advisors, Facet Wealth, and Experience Your Wealth, LLC. In addition to his advisory work, he is a licensed insurance producer with Babb Financial Group, offering insurance products and advice as part of his business activities. Babb Wealth Advisors LLC provides financial planning and discretionary portfolio management to individuals, corporations, pension plans, and charitable organizations. The firm uses a passive, diversified, factor-based investment approach and offers services including Unified Managed Accounts and wrap fee programs.

Travis Babb is a CFP® and Series 66-licensed advisor with 17 years of industry experience. He is the principal at Babb Wealth Advisors LLC, where he has worked since 2018. Prior to that, he was associated with Broker Dealer Financial Services and has been involved with Babb Financial since 2008. Outside of his advisory role, Babb is an owner and insurance producer with Babb Financial Group, LLC. Babb Wealth Advisors LLC provides financial planning and discretionary portfolio management to individuals, corporations, pension plans, and charitable organizations. The firm employs a passive, diversified, long-term, factor-based investment strategy with a focus on value, small-cap, and profitable companies, utilizing ETFs, mutual funds, fixed income, real estate funds, and insurance products where appropriate.

Kathleen Schroeder is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Babb Wealth Advisors LLC since 2018. She previously worked at Broker Dealer Financial Services Co and Desert Equity Lending, and has been associated with Babb Financial Group, LLC since 2009. In addition to her advisory role, she is a licensed insurance producer affiliated with Babb Financial Group. Babb Wealth Advisors LLC provides financial planning and discretionary portfolio management to individuals, corporations, pension/profit-sharing plans, and charitable organizations. The firm employs a passive, diversified, long-term factor-based investment approach and offers unified managed accounts through third-party providers.