Wealth Advisors

We work closely with you, thoroughly examining your entire financial situation, not just a few parts of it. Our primary services are Financial Planning, Asset Management, and Tax Planning.

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.

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Brian Cook, CFP®

Managing Partner

Brian is the Managing Partner of Cook Wealth Management Group. With nearly 30 years of experience, he helps our clients identify and pursue their goals and dreams. 

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Derek Williams, CFP®

Associate Wealth Advisor

Before joining us in 2019, Derek specialized in retirement planning at Fidelity Investments in Research Triangle Park. Derek is a Level II CFA candidate and an expert in retirement income planning, as well as investment strategy.

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Robert Scholes, CFP®

Associate 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.

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David McDougall, CFP®

Associate 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.

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Michael Holloway, CFP®

Associate Wealth Advisor

Mike joined Cook Wealth Management Group in 2019 as an Associate 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.

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