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Michael Holloway, CFP®
Mike joined Cook Wealth Management Group in 2019 as a wealth advisor with 10+ years’ experience in financial services. In his...
David McDougall, CFP®
Dave has over a decade of experience in wealth planning and financial services. Joining us in 2019 as a CERTIFIED FINANCIAL PLANNER™...
Robert Scholes, CFP®
Robby joined us in early 2019. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Level II CFA candidate of the CFA...
Derek Williams, CFP®
Before joining us in 2019, Derek specialized in retirement planning at Fidelity Investments in Research Triangle Park. Derek is a Level...
Brian Cook, CFP®
Brian is the Managing Partner of Cook Wealth Management Group. With over 30 years of experience, he helps our clients identify...
Jon Cook, CPA, CFP®
With more than 50 years of accounting and wealth management experience, Jon is skilled in dealing with restricted stock transactions,...