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.
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.
Kim Clark, CPA
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.
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.
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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.
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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.
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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!)
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.