With more than 50 years of accounting and wealth management experience, Jon is skilled in dealing with restricted stock transactions, complex estate planning issues, wealth preservation, and personal and corporate income taxation.
Prior to establishing Cook Wealth Management Group, Jon served as gunnery sergeant in the U.S. Army from ‘66 to ‘72, then went on to found five businesses, giving him a unique set of skills and perspectives when managing wealth issues for both the founders of small businesses and the executives of public companies. Jon is a Certified Public Accountant (CPA) in North Carolina and New York and is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
Jon is a respected leader and a creative and thorough mentor. His personal vision for the company is to be a tenacious advocate of each client, to offer the industry’s best customer service, and to attract and retain the most knowledgeable wealth management team in the industry.
Jon graduated from LeMoyne College on a full athletic scholarship for basketball and baseball and is passionate about his six grandchildren and road cycling. He and his wife, Jane, live in Cary, North Carolina.