Meet the team

Travis Cook, CFP®, CMFC®

CEO, Financial Advisor

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Tyler Hoffmann, MBA

President, Financial Advisor

Jason Vann

Chief Financial Officer, Certified Public Accountant

Shelly Krueger

Partner, Certified Public Accountant

Michael Salanski

Vice President, Relationship Officer

Kelsey Lyman

Chief Compliance Officer

Amy McKinzie

Office Manager

Shelly Krueger

Partner, Certified Public Accountant

Landon Cummins

Certified Public Accountant

Julie Wright

Registered Tax Preparer

Adam Bethel

Vice President, Financial Advisor

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John Stansfield, Ph.D., CFA®

Director of Investments

Robert Braun

Financial Advisor

Logan Clark

Assistant Investment Research Analyst

Kyle Elliott

Financial Advisor

Cole Hortsmann

Financial Advisor Assistant

Ashli Eaves

Financial Advisor Assistant

Jake Walters

Financial Advisor Assistant

Melissa COOK

Co-Founder and Mortgage Lender NMLS #2064040

Jeff Pope

Agent