Meet the team

EXECUTIVE

Travis Cook, CFP®, CMFC®

CEO, Financial Advisor

Tyler Hoffmann, MBA

President, Financial Advisor

Bill Costello

Executive Vice President, Director of Client Services

Jason Vann, CPA

Chief Financial Officer

Shelly Krueger, CPA

CA Member

Melissa Cook

Co-Founder and Mortgage Lender NMLS #2064040

Michael Salanski

Vice President, Relationship Officer

COMPLIANCE & OPERATIONS

Kelsey Lyman

Chief Compliance Officer

Accounting

Jessica Schepker

Senior Accountant

FINANCIAL

Adam Bethel

Vice President, Financial Advisor

John Stansfield, Ph.D., CFA®

Director of Investments

Garry Weiss

Director of Financial Planning

Robert Braun

Financial Advisor

John Briscoe

Financial Advisor

Cameron Byrd

Financial Advisor

Kyle Elliott

Financial Advisor

Cole Hortsmann

Financial Advisor Assistant

Ashli Eaves

Financial Advisor Assistant

Jake Walters

Financial Advisor Assistant

Chris Repka

Investment Research Analyst Assistant

LENDING

Melissa COOK

Co-Founder and Mortgage Lender NMLS #2064040

INSURANCE

Larry Gibson

Employee Benefits Specialist

 

Laurel Brazil

Commercial Account Manager