Meet the Financial team

EXECUTIVE

Travis Cook, CFP®, CMFC®

CEO, Financial Advisor

Adam Bethel

President, Financial Advisor

Bill Costello

Senior Vice President

Financial

Tyler Hoffmann

Financial Advisor

John Stansfield, Ph.D., CFA®

Director of Investments

Garry Weiss

Director of Financial Planning

Brett Metcalf

Client Relationship Manager

Logan Clark

Assistant Investment Research Analyst

Operations

MICHAEL SALANSKI

Vice President of Operations

Kelsey Lyman

Director of Operations