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.

 

chris

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.  Chris enjoys playing tennis and is also an avid reader. She has three adult children, Melissa, Colleen and Sarah.

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