Tabs - Cook Wealth

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.

Zachary Carver, CPA, CFP®

Tax Advisor

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

FULL BIO

Kim Clark, CPA/PFS

Associate Wealth Advisor

Kim makes financial planning simple and fun. She loves people and makes it easier for them to plan ahead and make tax-smart choices.

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 Operating Officer, Host: “Own Your Wealth” Podcast

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

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

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

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