Our team

  • Jerod Cook

    CEO, Financial Advisor

    Jerod has over 15 years of experience in financial planning and investments. He brings a unique blend of financial services experience, a personal touch, and...

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  • David Bentz

    CPA MBA, MTAX, CFP®

    David Bentz is a multi-faceted CPA, Tax Professional, and accomplished Financial Executive. David’s innate ability to evaluate a company’s finances and...

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“A penny saved is a penny earned.”

-BENJAMIN FRANKLIN

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