COX & COOK WEALTH ADVISORS - Key Persons
Job Titles:
- CEO, Senior Financial Advisor & Fiduciary
The CEO and lead advisor with Cox & Cook Wealth Advisors. For nearly two decades, he has helped countless families, business owners and professionals achieve their financial objectives and ambitions. A strong focus on honing clients' intentions, combined with detailed and educational analysis, is the mechanism for his guidance as a fiduciary. His approach to financial planning is down-to-earth, rooted in the highest moral standards and without conflict of interest.
Job Titles:
- Client Service Manager, Associate Advisor
As an Associate Advisor, Dakota works with Cox & Cook's Wealth Advisory Team to help clients achieve their financial goals and aspirations. Dakota brings a wealth of experience in the financial industry and a fresh perspective to the team. As a primary contact for client relationship management, he maintains a level of hospitality that is inviting and welcoming for clients and prospects. Dakota partners with clients to help organize current resources, define objectives, and design/implement a clear and customized plan for future financial success. Whether it is the ever-changing financial markets or complex planning matters, Dakota loves to transform all things complicated to comprehensible.
Job Titles:
- Founder
- Senior Advisor
- Senior Financial Advisor & Fiduciary
The founder and senior advisor of Cox & Cook Wealth Advisors, Dan brings passion and decades of experience in the financial arena to the team. He coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. Dan and his team implement customized strategies all as a part of the proprietary process, the Anchor Point FORMula.
Tom joins us after a decade of experience in the manufacturing industry leading teams in both supply chain and operations while also specializing in project management and continuous improvement. Today, Tom leads our businesses daily operations and is responsible for facilitating our growth plan that will take the services we provide our clients to the next level. As a result, Tom is building a team around our streamlined processes to provide our clients with a truly white-glove experience. This ensures nothing slips through the cracks of our complex business and that we are always providing the best service to all our clients.