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Here’s our story. We look forward to hearing yours.

At Babb Financial Group, our sole focus is YOU.

About Our Firm

Babb Financial Group’s mission is to develop relationships with individuals and families who are in need of financial planning advice through a prudent, unbiased approach. In doing so, it is our goal to provide the best client experience and alleviate the monumental burden of managing wealth.

Our firm offers the following products and services: retirement income strategies, wealth accumulation, asset protection, annuities, life insurance, tax minimization strategies, long-term care strategies, IRA and 401(k) rollovers, trusts, charitable giving strategies, estate planning, tax planning and IRA legacy planning.


Bill Babb | President

Bill Babb is the president of Babb Financial Group and has been a Flagstaff resident since 1975. Before arriving in Flagstaff, Bill was a race car driver and served in the infantry of the United States Army. After being honorably discharged at the rank of sergeant, Bill went on to attend Northern Arizona University, where he earned his bachelor’s and master’s degrees. His first career position was as an administrator at NAU but, after six years, he realized his true passion was in the financial services industry. He started Babb Financial Group with his first wife, Cheri, who served as a senior partner and was an integral part in their success. After 14 years in the business together, Cheri lost her life to cancer, but she continues to make an impact on people’s lives through the foundation that she laid.

Bill specializes in retirement planning, employee benefits, long-term care and estate planning. In addition, he has been a frequent guest speaker at a number of insurance companies around the country. He has coached Little League baseball and youth basketball and has served on the board of directors for the NAU Alumni Association, Flagstaff Medical Center Foundation, Harbor Island, Rotary Club and Continental Country Club. He currently serves on the advisory board of Big Brothers Big Sisters, San Francisco De Asis Finance Council, and Flagstaff Forty, and is a Flagstaff Childhelp Chapter charter member. He and his wife, Jill, started the Flagstaff Childhelp Chapter in 2005. Bill enjoys playing golf, hiking, biking and spending time with his family. He can be reached at 928.526.2911, ext.12, or at bill@babbgroup.com. 


Travis Babb* | Senior Partner

Travis Babb has been with Babb Financial Group since 2004. He works with individuals, businesses and non-profits to define their goals in order to create prudent financial plans around their specific needs. His areas of expertise include asset allocation, income planning, Social Security planning, life insurance, tax strategies, cash flow management, college planning, estate planning, risk management and executive benefits. Each of these areas are addressed in their own regard and are brought together to ensure a detailed strategy is in place. These areas are then modified on an ongoing basis dependent on the clients’ goals. It is Travis’ job to scour the financial landscape and bring together a well-thought-out, simple plan that clients can understand and implement.

Travis is a native Arizonan and graduated from the W.P. Carey School of Business at Arizona State University with a degree in economics. He first started helping in the Babb Financial Group office at the age of 13, assisting staff with filing after school. A year later, he began trading stocks for his personal accounts and managed to earn enough to take a trip to Washington, D.C., to tour the nation’s capital. This foundation later evolved into him pursuing a career in financial planning, where he has helped many families and businesses achieve their financial goals. Travis holds life and health insurance licenses, as well as Series 7 and 66 securities licenses.

In his free time, Travis loves to backpack in the Grand Canyon and summit tall peaks around the country. He also enjoys spending time with friends and family, watching sports, camping, traveling, golfing, fishing and reading. He loves the Flagstaff community and plans to stay here for the long haul. He can be reached at 928.526.2911, ext.14, or at travis@babbfinancialgroup.com.


Kathleen Schroeder | Financial Advisor/Business Operations

Kathleen Schroeder serves as the client relationship manager for Babb Financial Group. As client relationship manager, she oversees the processing and completion of client applications and the resolution of client inquiries. Prior to working for Babb Financial Group, Kathleen served as the customer service manager at a national bank and equipment financing company. She has always been passionate about creating a positive customer service experience and provides our clients with personalized, prompt and positive service at all levels.

Kathleen is a native Arizonan and graduated from the W.P Carey School of Business at Arizona State University in 2005 with a bachelor’s degree in business administration. She has worked in the financial services sector since 2006 and has been with Babb Financial Group since 2009. She holds a life/health insurance, series 65 and loan originator licenses in Arizona.

In her free time, Kathleen enjoys hiking, camping, gardening, cooking, and spending time with her wonderful family. She can be reached at928.526.2911, ext. 10, or at clientservice@babbfinancialgroup.com.


Cynthia Thompson | Customer Service Specialist

Cynthia Thompson has been the customer service specialist for Babb Financial Group since June 2011. Prior to coming to Babb Financial Group, she spent 10 years in the service industry, where she developed her passion for providing excellent customer service. Cynthia specializes in assisting our clients with their financial requests and with providing information and answers to their questions. In addition, she lends a supporting role to each member of the Babb Financial team. She is an integral part of our team and enjoys working with clients to resolve their questions quickly and accurately.

Cynthia is originally from Louisiana and graduated from Louisiana State University with a bachelor’s degree in psychology in 2003. She relocated to Flagstaff in the spring of 2006 and has been enjoying all four seasons ever since. In her free time, Cynthia enjoys hiking, watching football (Geaux Tigers!) and reading. She can be reached at 928.526.2911, ext. 10, or at clientservice@babbfinancialgroup.com.

We help individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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  • Our mission is to develop relationships with individuals and families who are in need of financial planning advice though a prudent, unbiased approach.

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    Travis Babb offers securities through Broker Dealer Financial Services Corp. (BDFS), Member SIPC. Investment advisory services offered through Investment Advisors Corp., an SEC Registered Investment Advisor. Babb Financial Group is not affiliated with BDFS.

    Federal and state regulations prohibit registered persons from soliciting, offering and/or selling any investment products or services unless they are properly registered and licensed in each state jurisdiction. Not all products and services references on this site are available in every state and may not be available through every representative listed. Neither Broker Dealer Financial Services nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.