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 40 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 four grandchildren, the Carolina Hurricanes Hockey Club, and road cycling. He and his wife, Jane, live in Cary, North Carolina.
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.
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.