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.
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. Client Services Associate Whitney helps with moving money and processing forms, applying her experience in nonprofit and finance to help us improve our processes. FULL BIO Office Manager A former relationship banker, Jenny helps with moving money, processing forms, online access, account changes and more. VP of Development & Technology Joey oversees business development and tech operations. He is a forward-thinking leader and committed problem solver. 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 Director, Communications Sophie oversees communications and marketing, prioritizing clear messaging.Aaron Taylor, EA
Whitney Stewart
Jenny Palmer
Joey Costa
Jon Cook, CPA, CFP®
Sophie Howell
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.
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.
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
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.

Whitney Stewart
Client Services Associate
Whitney helps with moving money and processing forms, applying her experience in nonprofit and finance to help us improve our processes.
FULL BIO


Joey Costa
VP of Development & Technology
Joey oversees business development and tech operations. He is a forward-thinking leader and committed problem solver.

Jenny Palmer
Office Manager
A former relationship banker, Jenny helps with moving money, processing forms, online access, account changes and more.

Sophie Howell
Director, Communications
Sophie oversees communications and marketing, prioritizing clear messaging.
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.