Jon Cook, CPA, CFP®
Founding Partner
With more than 50 years of accounting and wealth management experience, Jon is skilled in dealing with restricted stock transactions, complex estate planning issues, wealth preservation, and personal and corporate income taxation.
Brian Cook, CFP®
Managing Partner
Brian leads the team’s strategic direction and, with over 30 years of experience, encourages each client (and team member!) to set meaningful goals and enjoy pursuing them.
Derek Williams, CFP®
Wealth Advisor
An expert in retirement and income planning, as well as investment strategy, Derek’s guiding principle is “fail to plan, plan to fail.” This belief drives Derek’s partnership with our clients, helping them look forward and achieve their long-term goals.
Robert Scholes, CFP®
Wealth Advisor
Robby joined us in early 2019. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Level II CFA candidate of the CFA Institute. He is persistent in serving clients with care and passionate about understanding the intricacies of the capital markets.
David McDougall, CFP®
Senior Wealth Advisor
Dave has over a decade of experience in wealth planning and financial services. Joining us in 2019 as a CERTIFIED FINANCIAL PLANNER™ practitioner, Dave has extensive knowledge of wealth planning. He attended The University of New Hampshire in his native state, then joined Fidelity Investments in Boston.
Michael Holloway, CFP®
Wealth Advisor
Mike joined Cook Wealth Management Group in 2019 as a wealth advisor with 10+ years’ experience in financial services. In his prior role, Mike worked with the Cook Wealth team as our relationship manager at LPL Financial and now applies that same dedication to an unparalleled customer experience in serving Cook Wealth clients.
Lisa Zullo
Chief Operating Officer & Wealth Advisor
Lisa excelled in various roles, from Client Services Associate, to Wealth Advisor, and now COO. She oversees all our operations and drives us toward excellence and efficiency.