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
