Our award winning wealth management team includes CIMA®, CFP®, BFA™, and MBA professionals.
Chris Cooke, CIMA®Co-CEO, Partner, Wealth Advisor
Brian Cooke, CIMA®Co-CEO, Partner, Wealth Advisor
Lisa Grimes, CFP®SVP, Wealth Advisor
Tammy Williams, MBAPresident, Wealth Advisor
Kevin McCurdy, CFP®CIO & SVP, Wealth Advisor
John J. Cooke, BFA™Wealth Advisor
Claire Cooke, BFA™Wealth Advisor
Our dedicated wealth support team brings deep knowledge in client service and operations.
Adrienne MonkaReg. Wealth Associate, Director of Ops
Dreama RandolphReg. Wealth Associate
Alex MarshallReg. Wealth Associate, Product Analyst
Joe MathioudakisReg. Wealth Associate, Product Analyst
Sarah PaulsonReg. Wealth Associate
Kris HeideSr. Performance Reporting Specialist
Kat ShefferSr. Operations Specialist
Taylor HallDirector of Marketing
Amber PattonWealth Associate
John RappWealth Associate
Reach out to our award winning team and let us know how we can help. We'd love to have the opportunity to serve you. We look forward to hearing from you.
Office Hours:
Monday - Friday 8:00 AM - 5:00 PM EST
9340 Priority Way West Drive Indianapolis, IN 46240 (317) 814-7800 contactcooke@cookefg.com
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