Cook Wealth Management Group

 

jon

Jon K. Cook, CPA, CFP®

Founding Partner and Wealth Advisor

Having formed Cook Wealth Management Group in 1984, Jon is the company’s esteemed founding partner. With more than 50 years of accounting and wealth management experience, he 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 founded 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 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, the Carolina Hurricanes Hockey Club, and road cycling. He and his wife, Jane, live in Cary, North Carolina.

 

brian

Brian J. Cook, CFP®

Managing Partner and Wealth Advisor

Brian is the Managing Partner of Cook Wealth Management Group. With over 25 years of experience, Brian is a seasoned wealth advisor who helps our clients identify and pursue their goals and dreams.

Before joining our company in 1998, Brian was director of portfolio investments for a research triangle based life sciences consulting and venture capital firm where he was responsible for managing private and public equity portfolios. Previously, Brian held roles of increasing responsibility within the treasury and finance areas at Glaxo Wellcome. He is a CERTIFIED FINANCIAL PLANNER™ professional.

After earning his degree from Syracuse University, Brian’s collective experiences have enabled him to develop expertise in comprehensive wealth management, corporate finance, business valuations, private equity and investment management.

Brian and his wife Deb, a veterinarian, live in Northampton, MA, with their four children. In addition to his family and helping our clients, Brian is passionate about ice hockey, hot yoga and racing cars.

 

jim

James A. Richmond

Wealth Advisor

As a valued member of our team of wealth advisors, Jim Richmond approaches clients’ needs proactively and holistically, thinking ahead and examining each financial situation from all angles. This thorough process allows Cook Wealth Management Group to serve as our clients’ exclusive CFO.

Having been with AXA Advisors for six years and serving in leadership positions at Nortel for over 25 years, Jim’s knowledge of finance, as well as transition planning, adds an experienced perspective to our team. Jim is a past member of the Certified General Accountants Association of Toronto, Ontario, and a graduate of Ryerson Polytechnical University with majors in finance and business administration.

Jim lives in Raleigh with his wife Lynda. They have three children, Laurie, Michelle, and Stephen. Active in the community, Jim volunteers as a motivational speaker in Prison Ministry with the North Carolina Department of Correction and supports the local Athletic Booster Club through fundraising and student mentoring.

 

Stephanie

Stephanie L. Cook, CFP®

Wealth Advisor

Stephanie, as a Wealth Advisor with Cook Wealth Management Group, works closely with our clients, providing financial analysis, asset management, and estate and tax planning support. She is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Stephanie holds a B.A. in Mathematics from the Massachusetts Institute of Technology, an M.A. in Counseling Psychology from Lesley University, and the Certified Professional Co-Active Coach designation from the Coaches Training Institute.

Stephanie lives in Exeter, NH. She enjoys travel, yoga, bicycling, and running. She has two sons.

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