Meet The Team

EXECUTIVE

Travis Cook, CFP®, CMFC®

CEO, Financial Advisor

Tyler Hoffmann, MBA

President, Financial Advisor

Jason Vann, CPA

Chief Financial Officer, CA Member

Kelsey Lyman

Chief Compliance Officer

Accounting

Shelly Krueger, CPA

CA Member

Landon Cummins, CPA

CA Member

Jessica Schepker

Senior Accountant

Convergence Financial – Columbia, MO

John Stansfield, Ph.D., CFA®

Director of Investments

Garry Weiss

Director of Financial Planning

Montana Reno

Operations Specialist

Chris Repka

Investment Research Analyst Assistant

Convergence Financial – Boonville, MO

John Briscoe

Financial Advisor

Convergence Financial – Bethel Team 

Adam Bethel

Vice President, Financial Advisor

Jake Walters

Financial Advisor

Ashli Eaves

Financial Advisor Assistant

Convergence Financial – Apple valley, mn

Robert Braun

Financial Advisor

Convergence Financial – Fayette, mo

Kyle Elliott

Financial Advisor

Cameron Byrd

Financial Advisor

Cole Hortsmann

Financial Advisor Assistant

Molly Lyons

Office Manager

convergence lending

Melissa COOK

Co-Founder and Mortgage Lender NMLS #2064040

convergence insurance

Jeff Pope

Agent

Larry Gibson

Employee Benefits Specialist

Laurel Brazil

Commercial Account Manager