Meet the team

EXECUTIVE

Travis Cook, CFP®, CMFC®

CEO, Financial Advisor

Adam Bethel

President, Financial Advisor

Bill Costello

Senior Vice President

Shelly Krueger

Partner, Certified Public Accountant

Insurance Columbia MO

David French

President & Co-Founder, Convergence Insurance

Melissa Cook

Co-Founder and Mortgage Lender NMLS #2064040

OPERATIONS

Michael Salanski

Vice President of Operations

Kelsey Lyman

Director of Operations

Kelly Jacobi

Operations Manager

Amy McKinzie

Office Manager

Accounting

Landon Cummins

Landon Cummins

Certified Public Accountant

Julie Wright

Registered Tax Preparer

FINANCIAL

Tyler Hoffmann

Financial Advisor

John Stansfield, Ph.D., CFA®

Director of Investments

Garry Weiss

Director of Financial Planning

Robert Braun

Financial Advisor

Brett Metcalf

Client Relationship Manager

Logan Clark

Assistant Investment Research Analyst

Cameron Byrd

Financial Advisor

Kyle Elliott

Financial Advisor

John Briscoe

Financial Advisor

INSURANCE

LENDING

Melissa COOK

Co-Founder and Mortgage Lender NMLS #2064040