About Us
The story of Cook Financial
We are who we become in life from our experiences and our interactions with others and the world. The origins of Cook Financial are not just in the world of Insurance and Financial Services. There was an entire career prior that consisted of helping others through counseling, holding people accountable and working in high stress environments in supervisory roles. So, I have had some hard knocks (literally) in life that have propelled me to where I am today. This experience is invaluable in the ability to assist my clients in first understanding their needs and wants, interpreting their goals and then implementing a strategy to assist them in both protecting their current assets and crafting a plan to maximize their future before and after retirement. In regards to your finances, one of the worst things that could happen is running out of money!
I believe it is important to review and incorporate a plan for both protection of your physical assets and your financial assets to provide the best protection and growth for you and your family. One without the other is like trying to win a football game by playing offense but leaving most of your defense on the sidelines. You would have to score every time just to ensure a tie. Life is not a game, you deserve a guide that helps you see the big picture of the short term and long term.
Mark Cook
My name is Mark Cook, I am both an independent multi-line Insurance Broker for property casualty and liability as well as an independent Financial Representative. In 2010 I began with a captive company until 2013 when I shifted gears to have more time to help my aging parents and maximize my time with my children. You only get one chance to raise your children and be a part of those younger years! It was in 2013 I transitioned to become an independent agent, and I have been with the same broker dealers with both Insurance and financial services for over 7 years.
I believe it is important to review and incorporate a plan for both protection of your physical assets and your financial assets to provide the best protection and growth for you and your family. One without the other is like trying to win a football game by playing offense but leaving most of your defense on the sidelines. You would have to score every time just to ensure a tie. Life is not a game, you deserve a guide that helps you see the big picture of the short term and long term.
WEALTH MANAGEMENT EXPERIENCE
Wealth Advisor – Money Concepts Capital
2014–Present
Owner-Risk Mitigation Specialist – Cook Financial LLC
2018–Present
Independent Risk Mitigator – One Source
2013-2014
Insurance and Financial Representative – Country Financial
2010-2013
Our Core Values
Honesty
Fairness
Helping Others
