Our Story

Hi there, I'm Travis Etheridge, and I'm thrilled to share our story with you. It all began back in 2011 when I entered the world of insurance and investments with Country Financial. In 2015 my business partner, Jason Cass, and I started The Insurance Alliance, a now 3 location agency serving multiple states. As I dived deeper into the industry, I realized that it wasn't just about selling policies or crunching numbers; it was about making a real difference in people's lives.

Throughout my journey, I had the privilege of standing with families during some of life's most challenging moments. I have delivered life insurance death benefits to grieving families, witnessed the devastation, physically and emotionally, caused by home fires, and been the phone call after auto accidents that have claimed multiple lives. I have stood by and watched families sell away ground, that’s been in the family for generations, to pay for Grandpa’s Long Term Care needs. These experiences taught me the importance of not just insurance, but planning and the impact it can have on families' lives.

Driven by this purpose, I delved deep into creating a wholistic approach to Financial Planning and Wealth Management. This brought me to Money Concepts in January of 2020. I wanted to create an organization that goes beyond financial transactions, one that truly empowers individuals and families to build their ideal lives, no matter what life throws at them. One that protects you from financial devastation, helps you build wealth, and create the life you truly want to live, no matter what stage of life you are in.

At Money Concepts, we believe that financial planning is not just about money; it's about helping you live a life of purpose, fulfillment, and joy. Your dreams are at the heart of everything we do, and we take the time to understand your goals and values to create personalized strategies that align with your unique vision.

Our approach is built on trust, authenticity, and genuine care. We are not just advisors; we are your partners in success. We've seen firsthand how planning can transform lives, helping people grow from challenging circumstances to achieving financial freedom and living the life they've always dreamed of.

Our journey together is not just about reaching financial success; it's about helping you achieve what truly matters to you. Life is full of uncertainties, and we are here to guide you through them, helping ensure that your financial plan remains strong and adaptable.

So, as you embark on this journey with Money Concepts, know that we are more than just a business; we are a team of dream builders, life transformers, and genuine supporters of your success.

Thank you for choosing us to be a part of your story. We are excited to help you build your dreams and empower your life. Let's embark on this incredible journey together!

Mission Statement:
The most important person in our organization is you.

Our Motto:
The more you do for others, the more you do for you.

Vision Statement:
Cultivate a community based on CBI for all, family members, clients, associates, independent financial professionals, tax professionals, and financial institutions, to enjoy unmatched culture amplified by timely support, effective resources, and powerful technology to achieve the highest level of success you can imagine. 

We invite you to embrace our culture!

We encourage all associates and employees to freely share ideas and things that work for them. This is our culture in action!  Through the principle of CBI, each of us, helps one another become successful.

"Culture trumps everything else in an organization." DENIS WALSH | President & CEO

"The industry has been going through the most dynamic period of change that I have observed in my career in the business.  Without question, we are in the most volatile era of change in every aspect of what we do.  I think I have some ideas of how to take advantage of the opportunities these dramatic changes present and that thought excites and challenges me immensely." John P. Walsh