Meet The Team

Home Office- Columbia MO

Headshot of Travis Cook

Travis Cook, CFP®, CMFC®

CEO, Financial Advisor

Headshot of Tyler Hoffmann

Tyler Hoffmann, MBA

President, Financial Advisor

Headshot of Jason Vann

Jason Vann, CPA

Chief Financial Officer, CA Member

Headshot of Jay Watz

Jay Watz

Director of Business Development

Headshot of John Stansfield

John Stansfield, Ph.D., CFA®

Director of Investments

Headshot of Gary Weiss

Garry Weiss

Director of Financial Planning

Headshot of Chris Repka

Chris Repka

Investment Research Analyst

Headshot of Heather Hoffman

Heather Hoffman

Marketing and Communications Specialist

Headshot of Will Littrell

Will Littrell

Chief Compliance Officer

Headshot of Phillip Bacon

Phillip Bacon

Director of Operations


Headshot of Shelly Krueger

Shelly Krueger, CPA

CA Member

Headshot of Landon Cummins

Landon Cummins, CPA

CA Member

Headshot of Jessica Schepker

Jessica Schepker

Senior Accountant

Headshot of Kathy Lee

Kathy Lee

Senior Accountant

convergence lending

Headshot of Melissa Cook

Melissa COOK

Co-Founder and Mortgage Lender NMLS #2064040

convergence insurance

Headshot of Jess Pope

Jeff Pope


Headshot of Larry Gibson

Larry Gibson

Employee Benefits Specialist

Headshot of Laurel Brazil

Laurel Brazil

Commercial Account Manager

Affiliated advisor Firms

Convergence Financial – Boonville and Columbia, MO

Headshot of John Briscoe

John Briscoe

Financial Advisor

Convergence Financial – Apple valley, mn

Headshot of Robert Braun

Robert Braun

Financial Advisor

Convergence Financial – Kansas City, MO

Headshot of Josh Evans

Josh Evans

Financial Advisor

Commercial trust financial services- fayette, Columbia, and Salisbury, MO

Headshot of Kyle Elliott

Kyle Elliott

Financial Advisor

Headshot of Cameron Byrd

Cameron Byrd

Financial Advisor

Headshot of Cole Hortsmann

Cole Hortsmann

Financial Advisor

Headshot of Molly Lyons

Molly Lyons

Office Manager

Headshot of Molly Lyons

Jeffrey Kenney

Operations Manager

Convergence Financial – Overland Park, KS

Headshot of Andrew Ramos

Andrew Ramos

Financial Advisor

Headshot of Katie Ramos

Katie Ramos

Director of Operations

Four Rivers Financial- Branson, mo

Headshot of Mac McGregor

Phillip "Mac" mcgregor

Financial Advisor

Headshot of Staci Davis

Staci davis

Executive Assistant