Jill Cook is a Certified Financial Planner with over 10 years of industry experience. She believes that Financial Planning is the foundation for a clients' well balanced financial future. By taking at look at where you are and where you want to go, clients can feel that their priorities and concerns are heard and taken care of. She can work with clients of all financial stages and takes pride in helping families attain their goals and dreams. She is focused on providing clients with the understanding and knowledge they need to make the best decisions for their future.
She enjoys working with all aspects of a client's planning needs; developing a Wealth Management Strategy in pre-retirement, post-retirement and children's education, budgeting, risk management strategies and tax & estate planning.
With a business background and years of customer service experience, she bring's an innovative and professional approach to clients. She believes that hard work and a positive attitude go a long way in life and will incorporate that when helping clients with their investments, insurance and planning.