Our team
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Jerod Cook
CEO, Financial AdvisorJerod 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