FINANCIAL AND TAX ADVISORS

Your wealth journey starts here.

Our specialized Advice Teams help you plan for the future—and enjoy life now.

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Save and Invest with Confidence

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Access Specialized Expertise

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Build a Lasting Legacy

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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
Senior Accountant

Will Speight
Staff Accountant

Patti Soares
Bookkeeper

Beyza Ulasti
Administrative Assistant

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

Joey Costa
Chief Technology Officer

Matt McDougall
Experience Advocate

Marilyn Yoder
Office Manager

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: