Meet The Team
Home office- Columbia, MO
Travis Cook, CFP®, CMFC®
CEO, Financial Advisor
Tyler Hoffmann, MBA
President, Financial Advisor
Mark Brooks
Director of Wealth Management, Financial Advisor
Jay Watz
Director of Business Development
Carrie Wrisberg
Chief Compliance Officer
Austin Harrison CFA®, CMT®
Director of Investments
John Stansfield, Ph.D., CFA®
Director of Investments
Gunnison Heine
Trading Services Associate
Garry Weiss
Director of Financial Planning
Phillip Bacon
Director of Operations
Aidan Anderson
Operations Specialist
Kerri Anderson
Operations Specialist
Heather Hoffman
Marketing and Communications Specialist
Affiliated advisor Firms
Convergence Financial – Boonville and columbia, mo
John Briscoe
Financial Advisor
Convergence Financial – Apple valley, mn
Robert Braun
Financial Advisor
Convergence Financial – Kansas City, MO
Josh Evans
Financial Advisor
Commercial Trust Financial Services- Fayette, Columbia, and Salisbury, MO
Kyle Elliott
Financial Advisor
Cameron Byrd
Financial Advisor
Cole Hortsmann
Financial Advisor
Jeffrey Kenney
Financial Advisor
Molly Lyons
Office Manager
Shelby Alexander, AAMS
Senior Client Service Associate
Austin Francis
Client Services Manager
Ramos Group – Overland Park, KS
Andrew Ramos
Financial Advisor
Elizabeth Garvey
Executive Assistant
Bradyn Ramos
Administrative Assistant
Victor Semenov
Administrative Assistant
Amanda Rooks
Administrative Assistant
Convergence Financial – Overland Park, KS
Marc Neighbor
Financial Advisor
Bill McCrea
Financial Advisor
Michael F. Richards, APMA®, CDFA®
Financial Advisor
Wescoat Wealth Management- New Madrid, MO
Stacey Wescoat
Financial Advisor
Abbie Wescoat
Operations Specialist
Four Rivers Financial- Branson, mo
Phillip "Mac" mcgregor
Financial Advisor
Staci davis
Executive Assistant
360 Integrated Financial- Fairmont, MN
Dan Hamlet, MBA, CEPA®, CKA®
Financial Advisor
Legacy Group Financial Advisors- Branson, MO
Joe Boyd
Financial Advisor
