Jon Cook, CPA, CFP®
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®
Brian is the Managing Partner of Cook Wealth Management Group. With over 30 years of experience, he helps our clients identify and pursue their goals and dreams.
Derek Williams, CFP®
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®
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®
Mike joined Cook Wealth Management Group in 2019 as a wealth advisor with 10+ years’ experience in the industry. 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.