FINANCIAL AND TAX ADVISORS
Your wealth journey starts here.
Our specialized Advice Teams help you plan for the future—and enjoy life now.
Save and Invest with Confidence
Access Specialized Expertise
Build a Lasting Legacy
Seamless support starts with a team-centered approach.
For timely guidance that meets (and exceeds) your needs and goals.
Here at Cook Wealth, each client is partnered with a specialized Advice Team—a small group of seasoned financial professionals with proven expertise and a commitment to serving you well, today and in the decades to come.
More advisors, wealth managers, planners, and tax pros on your team means greater access to varying perspectives, deep market knowledge, and prompt care, no matter what questions keep you up at night.
Explore the Advice Teams below to get to know your dedicated financial professionals—and start planning your confident financial future.
MEET OUR ADVICE TEAMS
Dave McDougall, MBA, CFP®
Chief Advisory Officer
Kim Clark, CPA/PFS
Wealth Advisor
Gideon Sims
Planner
Kimberly Hoffman
Chief Compliance Officer, Senior Client Services Associate
Team Strength: Supporting pre-retirees and empty nesters ready to plan what’s next.
Jason Deshayes, CPA/PFS, CFP®, CKA®
Chief Operating Officer, Host: “Own Your Wealth” Podcast
Elliot Williams, CPA
Wealth Advisor
Jake Rudy, MBA
Planner
Adam Miles
Client Services Associate
Team Strength: Helping business owners optimize every opportunity and guiding high earners with a heart for charitable giving.
Mike Holloway, CFP®
Senior Wealth Advisor
Seth Large, CFP®
Wealth Advisor
Hunter Houser, FPQP®
Planner
Leanna Pierce
Client Services Associate
Team Strength: Guiding corporate employees through stock options and the complexities of a high income career.
MEET YOUR TAX TEAM
Zach Carver, CPA, CFP®
Director, Tax Services
Amy Swartzfager, CPA, MBA
Tax Manager
Madilyn Cunningham
Tax Advisor
Dante Stefanelli, CPA
Senior Accountant
Will Speight
Senior Accountant
Breana Ammon
Tax Advisor
Casey Brock
Administrative Assistant
James Upshaw
Bookkeeper
Patti Soares
Bookkeeper
Beyza Ulasti
Data Analyst
Eden Dearhardt
Staff Accountant
Sarah Lay
Accounting Supervisor
Team Strength: Meeting the tax service needs of every Advice Team, with timely and practical tax guidance you can trust.
MEET YOUR EXPERIENCE TEAM
Brian Cook, CFP®
Chief Executive Officer
Sophie Howell
Chief Experience Officer
Marilyn Yoder
Office Manager
Maddie Brown
Business Development / HR Representative
Matt Merry
Marketing Director
Team Strength: Championing the needs of every client while making Cook Wealth the most rewarding, empowering, and engaging place to work.
Why partner with one advisor
when you can have a dedicated team of experts?
Our relationship-first approach to wealth advising, investment management, and tax guidance means we take the time to get to know you—not just your accounts. Because a partnership with Cook Wealth is a partnership for life: The beautiful milestones, the big decisions, and every legacy-building moment in between.
Take our quick quiz to find out if a Cook Wealth Advice Team can give you the clarity you need—or connect with us to talk about your financial goals: