Client Services Associate
What’s your superpower?
Finding solutions to increase efficiency and streamline workflow.
What do you most enjoy about your career?
Growth. I want ongoing opportunities to learn, stretch, grow, and lead.
What makes you unique in your role / profession?
My drive and dedication. I am self-motivated and tireless when it comes to learning everything I need to know and then improving a process.
What are your beliefs about financial planning?
Financial planning is a necessity. Really – we all need it. There are so many ways you can go wrong or miss an opportunity without professional advice. We can’t all be masters of everything. If you’re an expert at what you do every day at your job, you probably lack the time it takes to also be a financial planning expert. Enter Cook Wealth.
Is there anything in your life personally that has helped motivate you to improve your financial situation or someone else’s?
I grew up in a single wide trailer in the country. I want my future kids and grandkids to have a different life. My career motivation is primarily to build wealth for my family so they can gain financial freedom to choose how they spend their lives without drowning in debt.
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