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.


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

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.

FULL BIO   

Dave McDougall, CFP®

Chief Advisory Officer

Dave is a natural educator, explaining the timeliness and value of our financial planning principles to clients at every life stage.

FULL BIO   

Zachary Carver, CPA, CFP®

Tax Advisor

Zach helps clients pursue their goals by providing tax advice and tax preparation.

FULL BIO   

Mike Holloway, CFP®

Wealth Advisor

Mike’s experience in finance and banking give him an extra edge when it comes to trading, compliance supervision and business consulting.

FULL BIO   

Brian Cook, CFP®

Managing Partner

With over 30 years’ experience, Brian is our visionary—encouraging each client and team member to set meaningful goals and to enjoy pursuing them.

FULL BIO   

Jason Deshayes, CPA/PFS, CFP®, CKA®

Chief Tax Officer

As a previous partner of a boutique accounting firm, Jason helps clients with tax strategy and… well, a little of everything.

FULL BIO   

Derek Williams, CFP®

Wealth Advisor

Derek is a Level 3 CFA candidate and an expert in retirement and income planning, as well as investment strategy.

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.


Kimberly Hoffman

Chief Compliance Officer & Director, Operations

Kimberly provides operational guidance for client account activities and manages our compliance with SEC regulations.

FULL BIO   

Joey Costa

Chief Technology Officer

Joey oversees business development and tech operations. He is a forward-thinking leader and committed problem solver.

Marilyn Yoder

Office Administrator

Marilyn's friendly voice greets you on the phone and her organizational skills make everything easier for you (and us!)

FULL BIO   

Sophie Howell

Director, Marketing & Communications

Sophie oversees communications and marketing, prioritizing clear messaging.

FULL BIO   

Hunter Houser, FPQP®

Client Services Associate

Hunter is passionate about finding answers for you and improving process for everyone.

FULL BIO