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Get to Know Our White Oak Wealth Partners Team: Travis Bert

By Michael Nedreski

White Oak Wealth Partners is home to many experienced, dedicated financial professionals serving our individual and business clients. One of those advisors is Travis Bert, an Independent Wealth Coach and Paraplanner who specializes in serving high-net-worth individuals and entities.

Today you will learn more about Travis: his beginnings in the financial industry, his customer-based philosophy, and some of his favorite activities.

Meet Travis

Travis is a native of Erie who earned his bachelor's degree in business management from the University of Pittsburgh at Bradford. After working for a time in the hospitality and food industries, he took on the role of trade support specialist at BNY Mellon. Travis says his interest in wealth coaching and paraplanning began there.

Travis credits his colleagues and mentors in the financial advisor field as inspirations for his career path. "Their influence was pivotal at a time when personal and professional growth were at the forefront of my mind, especially after getting married," he says. After marrying his wife Amanda, Travis moved from Pittsburgh to Erie to focus on his "passion in the financial sector." 

Noting areas of need in the financial industry which he believed weren't sufficiently addressed at the time, Travis was inspired to pursue change in the financial sector, taking the challenge of diagnosing and solving financial inefficiencies. "I saw it as my responsibility to advocate for and implement improvements that would benefit clients and the industry as a whole."

Travis ultimately decided to pursue a career in wealth coaching for prosperous individuals and paraplanning with other financial advisors. He began working in financial services in 2017 and eventually found a home with White Oak Wealth Partners, where he offers "somewhat non-traditional" consultations to both families and businesses.

Travis's Role With White Oak Wealth Partners

With White Oak Wealth Partners, Travis steers his clients through the milestones on their financial journeys. He visualizes his role as helping others on their "ascent and descent of the mountain of life." The ascent represents the time his clients are actively working and growing their wealth, while the descent represents making the most out of their retirement.

Travis's role requires a collaborative, trust-building mindset. He and his White Oak partners take the time to construct innovative strategies, each one unique to the needs of every client. Travis says the biggest reward in his role is watching clients succeed in their financial goals and stabilize their futures.

"It allows me to see the tangible results of our work," he says. "It's not just about managing assets—it's about enabling dreams, supporting aspirations, and witnessing the positive changes that our guidance brings to the lives of those we serve."

Facts and Favorites

• Favorite sports teams: Pittsburgh Penguins, Pittsburgh Steelers, and all PGA golf
• Favorite Erie restaurants: BAR RŌNIN and LUCERO
• If you could share a meal with anyone (living or dead), who would it be? It would be tempting to choose notable figures like Warren Buffett or Elon Musk for their unique insights. However, when it truly matters, my ideal choice would be to dine with my family.
• If you could only eat one meal for the rest of your life, what would it be? Cheeseburgers
• Favorite dessert: Peanut butter pie
• If you were a superhero, what would be your superpower? Time travel
• Favorite holiday: Thanksgiving
• Dream travel spots: Scotland and Ireland
• Favorite way to spend time: With my son, Rory, my wife, Amanda, and family. Aside from that, I can take any sunny and free opportunity to golf.  

Get Started With White Oak Wealth Partners Today

White Oak Wealth Partners is proud to have Travis and other talented financial professionals on our team. Together, we provide our clients with focused, wide-ranging advice on growing and maintaining financial health.

To get started, contact me by calling 814-835-4551, emailing MICHAEL.NEDRESKI@LPL.COM, or scheduling an appointment here.

About Michael

Michael Nedreski is managing partner at White Oak Wealth Partners, a specialized financial lifestyle and wealth management firm serving entrepreneurs, business owners, executives, and their families. Mike has 30-plus years of experience in the financial services industry and is committed to serving his clients through holistic financial planning, disciplined investment strategies, and proactive personal service. 

A native of Erie, Pennsylvania, Mike began his career in the financial services industry in 1988. He has earned the Chartered Retirement Planning CounselorSM (CRPC®) designation conferred by College for Financial Planning (188-LPL). Mike is also an active member of the Financial Services Institute (FSI) and Financial Planning Association (FPA).

When not working, Mike enjoys spending time with his wife, Amy, and their children. He volunteers in his community and at his church and his children's schools. An outdoors enthusiast, Mike loves hunting, fishing, golfing, and spending time near or on the water. He also enjoys working out and watching some of his favorite sports teams, the Pittsburgh Pirates and the Cleveland Browns. To learn more about Michael, connect with him on LinkedIn.