Christine S. Young, CPA
Tax Professional
Joining our team in late 2006, Chris brings more than 20 years of public accounting experience to Cook Wealth Management Group. She plays an active role in achieving the team’s daily goal of world-class service.
Chris researches each client’s tax situation and efficiently organizes required information, ensuring correctness and adherence to tax laws that continually change. She is responsible for the preparation of estimates and projections, as well as the completion of personal, corporate, and trust tax returns. Her accuracy and dependability not only provide clients with an extraordinary convenience, but also great satisfaction.
After graduating from Rutgers College, Chris earned her certified public accounting accreditation, and worked at several accounting firms, in both New Jersey and North Carolina.
She and her husband, Matthew, live in Cary, NC, with their children, Melissa, Colleen and Sarah. Chris enjoys playing tennis and volunteering at her daughters’ schools. She is also an avid reader.
Jeri B. Wade, CMP™
Team Leader
With more than 25 years of corporate marketing and administrative experience, Jeri Wade is Team Leader and drives our efforts to provide the industry’s finest client experience. Jeri fosters deep relationships between the Cook Wealth team and our clients though the creation and development of two-way communication programs. She also oversees both the marketing and operations departments at Cook Wealth.
Before joining our team, Jeri led award-winning teams in design and implementation of customer programs and events, and held positions of increasing responsibility at Nortel, Corvis Corp., and Motricity. In addition to Jeri’s background in customer relationship management, she also earned Certification in Community Relations from Boston College and is a Certified Meeting Professional recognized by the Convention Industry Council.
Jeri’s varied interests include stitching, travel, reading, and IndyCar Series racing. She and her husband, Terry, live in Clayton, NC, and have a daughter, Rachel, who lives in Wilmington, NC.
Rosemary O. Verna
LPL Registered Assistant
Based on 26 years of experience, Rosemary Verna is one of Cook Wealth’s leading specialists in taxation and accounting. She performs a variety of duties, including tax research, trading, and general financial administration. She also works closely with clients to understand their needs and make every effort to provide world-class service.
Before joining our company in 2002, Rosemary served in account management with A.M. Pappas and Associates, a life science consultant firm, and worked with certified public accountants and certified financial planners in Massachusetts. Rosemary holds Series 7 and 63 securities registrations with LPL Financial and is a registered life and health insurance agent in North Carolina.
A graduate of Iona College, Rosemary lives in Cary, North Carolina, with her husband Nick. She has two children, Nick and Anne, and enjoys spending her time reading and sharing her life with her close friends and family.