Team Members

Wealth management goes beyond typical financial advice at Cook Wealth. Our team offers a full range of services. From retirement planning to debt management, asset protection to major purchase planning – nothing is missing.

Lisa Zullo

Chief Operating Officer

Lisa joined us in 2017 and has excelled in various roles, from Client Services Associate, to Associate Wealth Advisor, and now COO. She oversees all operations and drives us toward excellence and efficiency. She previously worked at financial services firms in Boston, New York, and Raleigh over her 20 year career.  

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Joey Costa

VP, Development & Technology

A business owner and I.T. professional, Joey oversees business development and tech operations. He is a forward-thinking leader and committed problem solver.

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Jeri Wade

Director, Special Services

With more than 40 years of corporate marketing and administrative experience, Jeri Wade drives our efforts to provide the industry’s finest client experience. Jeri fosters deep relationships between the Cook Wealth team and our clients through the creation and development of two-way communication programs.

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Kimberly Hoffman

Director, Compliance and Client Services

With excellent organizational skills and strong attention to detail, Kimberly provides operational support for client account activities and manages our compliance with SEC regulations. 

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Whitney Stewart

Client Services Associate

With experience in nonprofit and finance, Whitney is committed to offering superior client service and improving processes. In her previous roles at Edward Jones and Morgan Stanley, she honed excellent organizational skills and a passion for financial services.

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Jennifer Palmer

Client Services Associate

Jenny brings banking expertise and fabulous customer service skills to our team and our clients. A former relationship banker, she is cheerful and exuberant, with an eye for accuracy.

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Sophie Howell

Director, Communications

With experience in client service, marketing, and communications in various industries – including nonprofit and fintech – Sophie motivates us to focus on message clarity. 

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