Meet the team

Travis Cook, CFP®, CMFC®

CEO, Financial Advisor

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Tyler Hoffmann, MBA

President, Financial Advisor

Jason Vann, CPA

Chief Financial Officer

Shelly Krueger, CPA

CA Member

Michael Salanski

Vice President, Relationship Officer

Kelsey Lyman

Chief Compliance Officer

Shelly Krueger, CPA

CA Member

Landon Cummins, CPA

CA Member

Jessica Schepker

Senior Accountant

Adam Bethel

Vice President, Financial Advisor

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John Stansfield, Ph.D., CFA®

Director of Investments

Robert Braun

Financial Advisor

John Briscoe

Financial Advisor

Kyle Elliott

Financial Advisor

Cole Hortsmann

Financial Advisor Assistant

Jake Walters

Financial Advisor Assistant

Chris Repka

Investment Research Analyst Assistant

Melissa COOK

Co-Founder and Mortgage Lender NMLS #2064040

Jeff Pope

Agent