Meet The Team
Home Office- Columbia MO
Travis Cook, CFP®, CMFC®
CEO, Financial Advisor
Tyler Hoffmann, MBA
President, Financial Advisor
Jason Vann, CPA
Chief Financial Officer, CA Member
Jay Watz
Director of Business Development
John Stansfield, Ph.D., CFA®
Director of Investments
Garry Weiss
Director of Financial Planning
Chris Repka
Investment Research Analyst Assistant
Heather Hoffman
Marketing and Communications Specialist
Will Littrell
Chief Compliance Officer
Phillip Bacon
Director of Operations
Accounting
Shelly Krueger, CPA
CA Member
Landon Cummins, CPA
CA Member
Jessica Schepker
Senior Accountant
Kathy Lee
Senior Accountant
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
Affiliated advisor Firms
Convergence Financial – Boonville and Columbia, MO
John Briscoe
Financial Advisor
Convergence Financial – Apple valley, mn
Robert Braun
Financial Advisor
Convergence Financial – Kansas City, MO
Josh Evans
Financial Advisor
Commercial trust financial services- fayette, Columbia, and Salisbury, MO
Kyle Elliott
Financial Advisor
Cameron Byrd
Financial Advisor
Cole Hortsmann
Financial Advisor Assistant
Molly Lyons
Office Manager
Convergence Financial – Overland Park, KS
Andrew Ramos
Financial Advisor
Katie Ramos
Director of Operations
Four Rivers Financial- Branson, mo
Phillip "Mac" mcgregor
Financial Advisor
Staci davis
Executive Assistant
