Meet The Team
Home office- Columbia, MO
Travis Cook, CFP®, CMFC®
CEO, Financial Advisor
Tyler Hoffmann, MBA
President, Financial Advisor
Jay Watz
Director of Business Development
John Stansfield, Ph.D., CFA®
Director of Investments
Garry Weiss
Director of Financial Planning
Heather Hoffman
Marketing and Communications Specialist
Will Littrell
Chief Compliance Officer
Phillip Bacon
Director of Operations
Austin Harrison CFA®, CMT®
Director of Investments
Aidan Anderson
Operations 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
Molly Lyons
Office Manager
Jeffrey Kenney
Operations Manager
Ramos Group – Overland Park, KS
Andrew Ramos
Financial Advisor
Katie Ramos
Director of Operations
Elizabeth Garvey
Executive Assistant
Bradyn Ramos
Administrative Assistant
Victor Semenov
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
Four Rivers Financial- Branson, mo
Phillip "Mac" mcgregor
Financial Advisor
Staci davis
Executive Assistant
