Babb Wealth Advisors LLC

Spencer Head is a financial advisor at Babb Wealth Advisors LLC in Flagstaff, AZ, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Babb Wealth Advisors in 2025, he worked at firms including Avantax Planning Partners, Ameriprise Financial Services, Vanguard Group, and Foresters Financial Services. Babb Wealth Advisors LLC provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and retirement plans. The firm employs a passive, diversified, and factor-based investment approach with discretionary management and tax considerations, offering access to Unified Managed Accounts through Dimensional Fund Advisors.

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, LLC, Facet Wealth, and CBRE Group. In addition to his advisory work, he is a licensed insurance producer with Babb Financial Group, LLC, offering insurance products to clients. Babb Wealth Advisors LLC provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm employs a passive, diversified, long-term, and factor-based investment approach, with discretionary management and tax considerations integrated into its offerings.

Travis Babb is a CFP® with 17 years of industry experience and is the principal advisor at Babb Wealth Advisors LLC in Flagstaff, AZ. He has previously worked at Broker Dealer Financial Services and Desert Equity Lending, and he is also an owner and licensed insurance producer with Babb Financial Group, LLC. Babb Wealth Advisors LLC provides financial planning and portfolio management to individuals, corporations, charitable organizations, and retirement plans. The firm follows a passive, diversified, factor-based investment approach, emphasizing long-term strategies and using Investment Policy Statements tailored to client risk tolerance.

Kathleen Schroeder is a CFP® with nine 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. In addition to her advisory role, she is a licensed insurance producer with Babb Financial Group, LLC, offering insurance products to clients as part of her business activities. Babb Wealth Advisors LLC provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and retirement plans. The firm employs a passive, diversified, long-term, and factor-based investment approach, often utilizing Unified Managed Accounts through Dimensional Fund Advisors.