Meet the team

Travis Cook, CFP®, CMFC®

CEO, Financial Advisor

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Jason Vann

Chief Financial Officer, Certified Public Accountant

Shelly Krueger

Partner, Certified Public Accountant

Melissa Cook

Co-Founder and Mortgage Lender NMLS #2064040

Kelsey Lyman

Director of Operations

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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Tyler Hoffmann, MBA

Vice President, Financial Advisor

Garry Weiss

Director of Financial Planning

Robert Braun

Financial Advisor

Cameron Byrd

Financial Advisor

Kyle Elliott

Financial Advisor

Ashli Eaves

Financial Advisor Assistant

Jake Walters

Financial Advisor Assistant

Melissa COOK

Co-Founder and Mortgage Lender NMLS #2064040

Jeff Pope

Agent