Meet the Financial team

EXECUTIVE

Travis Cook, CFP®, CMFC®

CEO, Financial Advisor

Tyler Hoffmann, MBA

President, Financial Advisor

Bill Costello

Executive Vice President, Director of Client Services

MICHAEL SALANSKI

Vice President, Relationship Officer

Financial

Adam Bethel

Vice President, Financial Advisor

John Stansfield, Ph.D., CFA®

Director of Investments

Garry Weiss

Director of Financial Planning

Logan Clark

Assistant Investment Research Analyst

Cameron Byrd

Financial Advisor

Kyle Elliott

Financial Advisor

Cole Hortsmann

Financial Advisor Assistant

Ashli Eaves

Financial Advisor Assistant

jake Walters

Financial Advisor Assistant

Compliance & Operations

Kelsey Lyman

Chief Compliance Officer

Amy McKinzie

Office Manager