What’s your superpower?
Sincerity. Cook Wealth client relationships are about so much more than finances. I know our clients, and genuinely care for them.
What do you most enjoy about your career?
I enjoy being each client’s advocate, and the opportunity to reassure them we will do what it takes to meet their needs and exceed their expectations.
What makes you unique in your role / profession?
Connection. I have always been able to connect with others, probably because I was raised to treat anyone like family. Our clients feel that empathy and can become more comfortable with sharing with us, from money talk to tough life events.
What are your beliefs about the profession?
As in any industry, we need to “Do unto others as you would have them do unto you.” When we give clients the respect they deserve, there’s no doubt in their mind Cook Wealth is on their side.
Do you work with a special market or are you drawn to one?
I love working with retirees! It’s so much fun to hear about how they’re spending their golden years and having amazing experiences they’ve planned on for decades. I am so happy for them.
Is there anything in your life personally that has helped motivate you to improve the financial situation of yourself and your clients?
Having kids. My goal is to build a secure foundation for my children, and help our clients set their kids up for success as well
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