Financial and Tax Advisors
Meet your team.
We’re here to help you envision your future and enjoy life now.
What it’s like to work with Cook Wealth:
We continually assess your overall financial position, along with any life changes, to make adjustments and recommendations.
We connect you with our network of trusted professional service providers and oversee their work so you don’t have to.
We contact you to ask about what’s going on in your life.
We tell you as soon as we find relevant opportunities for you.
We do all we can to guide you closer to achieving your goals, even if it means helping you out with “non-finance” stuff.
Founding Partner Our resident finance and tax genius, Jon helps clients navigate complex finances, like restricted stock transactions, estate issues, wealth preservation, and personal/corporate income tax. FULL BIO Senior Accountant Aaron helps break down complex tax strategies into straightforward terms. He cares about helping clients succeed, not just in their finances, but in life overall. Chief Technology Officer Joey oversees business development and tech operations. He is a forward-thinking leader and committed problem solver. Tax Advisor Zach helps clients pursue their goals by providing tax advice and tax preparation. Client Services Associate Hunter is passionate about finding answers for you and improving process for everyone. Office Administrator Marilyn's friendly voice greets you on the phone and her organizational skills make everything easier for you (and us!) Associate Wealth Advisor Kim makes financial planning simple and fun. She loves people and makes it easier for them to plan ahead and make tax-smart choices.Jon Cook, CPA, CFP®
Aaron Taylor, EA
Joey Costa
Zach Carver, CPA, CFP®
Hunter Houser, FPQP®
Marilyn Yoder
Kim Clark, CPA
Your Advisory Team
We put our team of financial and tax advisors to work for you, so you can make the smartest decisions for your unique life stage, circumstances and priorities.
Jon Cook, CPA, CFP®
Founding Partner
Our resident finance and tax genius, Jon helps clients navigate complex finances, like restricted stock transactions, estate issues, wealth preservation, and personal/corporate income tax.
FULL BIO
Aaron Taylor, EA
Senior Accountant
Aaron helps break down complex tax strategies into straightforward terms. He cares about helping clients succeed, not just in their finances, but in life overall.
Zachary Carver, CPA, CFP®
Tax Advisor
Zach helps clients pursue their goals by providing tax advice and tax preparation.
Kim Clark, CPA
Associate Wealth Advisor
Kim makes financial planning simple and fun. She loves people and makes it easier for them to plan ahead and make tax-smart choices.
Service Team
From answering your calls to adding a new account to processing your taxes, our service team is here to make your life easier.

Joey Costa
Chief Technology Officer
Joey oversees business development and tech operations. He is a forward-thinking leader and committed problem solver.
Marilyn Yoder
Office Administrator
Marilyn's friendly voice greets you on the phone and her organizational skills make everything easier for you (and us!)
Hunter Houser, FPQP®
Client Services Associate
Hunter is passionate about finding answers for you and improving process for everyone.
With us, it’s this easy:
Schedule a Meeting
Select a time to meet with a financial advisor to find out how we can help.
Learn What’s Possible
Set goals that give your life meaning, and find out how to structure your finances to achieve those goals.
Live the Life You Want
Have a clear financial plan to do what matters to you.