Meet the team

EXECUTIVE

Travis Cook, CFP®, CMFC®

President & CEO, Financial Advisor

Jason Vann

Chief Financial Officer, Certified Public Accountant

Bill Costello

Executive Vice President

Shelly Krueger

Partner, Certified Public Accountant

David French

President & Co-Founder, Convergence Insurance

Melissa Cook

Co-Founder and Mortgage Lender NMLS #2064040

Michael Salanski

Vice President, Relationship Officer

OPERATIONS

Kelsey Lyman

Director of Operations

Kelly Jacobi

Operations Manager

Amy McKinzie

Office Manager

Accounting

Shelly Krueger

Partner, Certified Public Accountant

Landon Cummins

Certified Public Accountant

Jason Vann

Certified Public Accountant

Julie Wright

Registered Tax Preparer

FINANCIAL

Adam Bethel

Vice President, Financial Advisor

Tyler Hoffmann, MBA

Vice President, Financial Advisor

John Stansfield, Ph.D., CFA®

Director of Investments

Garry Weiss

Director of Financial Planning

Robert Braun

Financial Advisor

Logan Clark

Assistant Investment Research Analyst

Cameron Byrd

Financial Advisor

Kyle Elliott

Financial Advisor

John Briscoe

Financial Advisor

Ashli Eaves

Financial Advisor Assistant

Jake Walters

Financial Advisor Assistant

Cole Hortsmann

Financial Advisor

INSURANCE

LENDING

Melissa COOK

Co-Founder and Mortgage Lender NMLS #2064040