Tax and wealth advisors you’d have a beer with.
Wealth Management Team
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.
Kim Clark, CPA/PFS, CFP®
Wealth Advisor
kclark@cookwealth.com
Jason Deshayes, CPA/PFS, CFP®, CKA®
Wealth Advisor, Chief Executive Officer
jdeshayes@cookwealth.com
Mike Holloway, CFP®
Wealth Advisor
mholloway@cookwealth.com
Seth Large, CFP®, EA
Wealth Advisor
slarge@cookwealth.com
Dave McDougall, MBA, CFP®
Wealth Advisor, Chief Advisory Officer
dmcdougall@cookwealth.com
Elliot Williams, CPA, CFP®
Wealth Advisor
ewilliams@cookwealth.com
Gideon Sims
Planner
gsims@cookwealth.com
Kimberly Hoffman
Chief Compliance Officer, Senior Client Services Associate
khoffman@cookwealth.com
Leanna Pierce
Lead Client Services Associate
lpierce@cookwealth.com
“From the very beginning, they treated us like family.” – Jean C.*
Tax Team
Our tax team combines extensive expertise with a deep understanding of the latest tax laws, ensuring that you get the most and effective guidance. We prioritize personalized service, taking the time to understand your unique financial situation and goals. With a proven track record of maximizing savings and minimizing liabilities, we’re dedicated to helping you achieve peace of mind during tax season and beyond.
Zach Carver, CPA, CFP®
Director, Tax Services
zcarver@cookwealth.com
Sarah Lay
Accounting Supervisor
slay@cookwealth.com
Breana Ammon, CPA
Tax Advisor
bammon@cookwealth.com
Madilyn Thacker
Tax Advisor
mthacker@cookwealth.com
Casey Brock
Administrative Assistant
cbrock@cookwealth.com
Eden Deanhardt, MBA
Staff Accountant
edeanhardt@cookwealth.com
Patti Soares
Bookkeeper
psoares@cookwealth.com
Will Speight, CPA
Senior Accountant
wspeight@cookwealth.com
Dante Stefanelli, CPA
Senior Accountant
dstefanelli@cookwealth.com
James Upshaw
Bookkeeper
jupshaw@cookwealth.com
“Cook Wealth continues to be a powerhouse of help and support to me. It is a great comfort to me to know that I can trust the team of folks that are managing and growing my finances.” – Alison D.
Experience Team
A great client experience starts with an engaged and fulfilled team. Our experience team ensures both clients and employees are getting the best possible experience as we strive to be the Triangle’s favorite tax and wealth advisors.
Maddie Brown
Business Development / HR Representative
mbrown@cookwealth.com
Sophie Howell
Chief Experience Officer
showell@cookwealth.com
Matt Merry
Marketing Director
mmerry@cookwealth.com
Beyza Ulasti
Operations Analyst
bulasti@cookwealth.com
Marilyn Yoder
Office Manager
myoder@cookwealth.com
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.
*Cook Wealth, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. Jean C. and Alison D. are current clients of Cook Wealth and were not compensated for this testimonial.