Taylor Cook

I am focused on providing comprehensive financial strategies and investment management services tailored to business owners and families. With a client-centered approach, I am committed to helping individuals navigate the complexities of their financial lives and build lasting strategies for long-term success. As both a Chartered Retirement Planning Counselor™ professional and an Accredited Wealth Management Advisor™ professional, I bring advanced acumen in retirement planning, asset allocation, and wealth preservation. My practice is built on a foundation of trust, integrity, and a genuine passion for helping others achieve financial confidence at every stage of life. I graduated from the University of North Texas, I earned a bachelor’s degree in business administration, after beginning my studies at the University of Oklahoma. I combine my academic background with real-world experience to deliver personalized, actionable financial strategies. Outside of the office, I am dedicated to my family and friends. My wife Karley and I are expecting our first child in February 2026. I have a passion for baseball, bass fishing, golf, and college football. I also pursue ongoing education and enjoy staying active in the community.