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 Cook Wealth Management Group in 2017. As leader of our client service staff, Lisa drives us toward excellence and efficiency. She has 20 years of experience working with financial services firms in Boston, New York, and Raleigh. 

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Jeri B. Wade

Director, Special Services

With more than 30 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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Christine S. Young, CPA

Director, Tax Services

Chris brings more than 25 years of public accounting experience to our team. She leads our tax department, ensuring our team is aware of tax law changes and clients’ evolving tax needs.  

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Kimberly A. Hoffman

Director, Compliance and Client Services

With excellent organizational skills and strong attention to detail, Kimberly provides operational support for client account activities, allowing us to deliver superior client service.

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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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Jason Deshayes, CPA, CGMA

Director, Tax Planning

With nearly two decades of experience in tax and financial planning, Jason joined our team in 2020, bringing vast knowledge and strategic direction to our tax planning department.

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