COOK FINANCIAL GROUP - Key Persons
Connor Cook is Cook Financial Group's Health Insurance Professional, for both individual and group plans. After graduating from BYU-Idaho with a bachelor's degree in Business Finance, Connor joined Cook Financial Group as a Financial Advisor. He later gravitated towards assisting clients in their understanding of and search for health insurance.
His focus and passion centers around educating clients, which enables them to make an informed decision for their individual and family needs. Connor is a trained broker, who represents most major companies. He is able to help you find a plan that suits your needs and your budget.
In his free time, Connor loves spending time with his wonderful wife Kemilee. They love to visit family, be outdoors and play games. Connor and Kemilee also enjoy being active in their local church and working on projects together.
Job Titles:
- Administrative Assistant
- Manager
Stephen helps individuals, business owners and their employees focus on their specific financial needs and objectives by providing personalized solutions for their retirement planning, risk management, retirement income, education savings and insurance needs.
While working as a project manager in the cabinetry design business, Stephen found that he most enjoyed the one-on-one personal plans which he would design with his clients. A career in financial services has allowed him to utilize his degree in finance while still enjoying that one-on-one personal planning with families and businesses.
Stephen earned his degree in business administration with a specific emphasis in Finance from the University of Utah David Eccles School of Business and has spent the last 10 years helping clients achieve their dreams and goals in planning for the future. His focus and specialty are helping small businesses with their 401(k)s and executive business plans. Stephen holds a FINRA series 7, 63 and 66 license and is an Investment Advisor Representative at Cook Financial Group. He was previously awarded rookie of the year, as well as qualifying for the National Leaders Forum conference.
When not at work, Stephen likes to spend his free time with his amazing wife Bridgette and his 4 wonderful kids, 3 boys and 1 girl: Brayden, Hallie, Austin, and Grayson. In his free time, he enjoys watching his kids play sports including soccer and baseball, and coaching tennis. He also enjoys trips to the cabin and riding four wheelers together with his family.
Stephen holds the rank of Eagle Scout from the Boys Scouts of America scouting program; and is an avid University of Utah football fan.
Steve Wagstaff joined Cook Financial Group as an advisor in 2016. He is an alum of the University of Utah, with a degree in Business Finance from the David Eccles School of Business. He serves as the agency's 401k Professional, working with small businesses.
Job Titles:
- Advisor
- Financial Advisor
- Partner
- Partner With
TJ Pond, partner with Cook Financial Group, chose to be a financial advisor to help people reach their financial goals. He graduated with a finance degree and a certificate in accounting from Northern Arizona University.
Clarence Cook started in the financial services industry in 1936. He came from humble beginnings, selling blankets during the Depression. He embodied the principles of hard work and integrity and firmly believed that people mattered.
Clarence was known as the man with a "million-dollar smile." When supplied with the opportunity to work for Metropolitan Life Insurance (MetLife), he jumped at it. He believed he would be able to better support his family while making a difference in protecting families with life and health insurance. To him, offering insurance was a noble profession where he could make an impact. He soon became a company and industry leader, known for his values.
A few years after his passing, his son Harvey received his degree from Arizona State University in Insurance and Investments, and in 1970 decided to follow in his father's footsteps. Striving to improve upon the legacy of his father, he put his education to use with a focus on legacy planning: helping to protect families while also helping them to build wealth in tax-efficient ways.
Later in his career, Harvey started offering mutual funds and other investment products to further help his clients as they prepared for retirement. Like his father, he rose to the top of his industry, making an impact as a leader amongst his peers and making a difference for his clients. Many of his clients remain with Cook Financial Group and continue to hold him in warm, genuine regard.
Towards the end of Harvey's career, his son Tyson graduated from Arizona State University and joined the financial services industry. He began his career with another firm where he received training in financial planning & investments. After gaining this experience, adding licenses and credentials, and securing his own clients, Tyson and Harvey co-founded Cook Financial Group. Utilizing their different focuses, they created a well-balanced financial planning practice offering an array of services and products related to investments and insurance.
In 2007, Harvey retired, and Tyson bought his father's share of the business, honored to continue the legacy as a third-generation financial advisor with the Cook name. He continues to coach and plan for their collective clients to this day. Like his father and grandfather, Tyson is also one of the top advisors in the financial services industry and runs his practice with the same hard work, integrity, and values as his grandfather and father before him.
In 2015, TJ Pond joined Cook Financial Group as an advisor. He graduated from Northern Arizona University with a degree in finance and a certificate in accounting, bringing with him a strong background in reading the markets and understanding tax-efficient strategies. Quickly proving his value to the firm, TJ became a junior partner in 2017 and partner in 2022. TJ has helped Tyson continue to build their practice with his strong sense of ethics and in-depth knowledge of the investments they offer.
Job Titles:
- Founder
- Financial Planner / President
- Member of the Million Dollar Round Table
Tyson H. Cook, founder of Cook Financial Group, focuses on financial planning, investments and insurance for individuals and business owners alike. After graduating from Arizona State University, Tyson followed in the footsteps of his father - and his father before him - and established the Cook family's third generation in the financial services industry.
Tyson is a member of the Million Dollar Round Table, an organization which recognizes financial advisors in the top 2% of the industry worldwide. He has earned the prestigious LUTCF designation and has also achieved Lifelong Platinum Club member status for elite professionals in his field.
Active in several financial services associations, he has served twice as president and as a board member of the Tri-City chapter of the National Association of Insurance and Financial Advisors.
To educate the public, Tyson offers free workshops to help empower investors with knowledge as they work toward financial independence. He's provided commentary for various print and broadcast media and been a featured speaker at numerous public forums.
Further, Tyson teaches ongoing workshops in the workplace which seek to educate employees on how they can have a fulfilling retirement.
In striving to maintain a competitive practice that can cater to a broad client base, he represents numerous investment and insurance companies. Tyson also has relationships with a team of certified public accountants and tax and estate planning attorneys to better research and satisfy clients' varied needs.
Although Tyson is committed to helping his clients achieve financial freedom, his greatest joys in life are his family: wife Angelyn and children Connor, Kelsey, Porter, Macey and Gage.