The Cooke Financial Group Team

Meet our award-winning multigenerational team.

Cooke Financial Group Wealth Management Team

Wealth Management Team

Chris Cooke - Headshot Circle 2025
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Chris Cooke, CIMA®
Co-CEO, Partner, Wealth Advisor

Brian Cooke - Headshot Circle 2025
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Brian Cooke, CIMA®
Co-CEO, Partner, Wealth Advisor

Lisa Grimes - Headshot Circle 2025
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Lisa Grimes, CFP®
SVP, Wealth Advisor

Tammy Williams - Headshot Circle 2025
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Tammy Williams, MBA
President, Wealth Advisor

Kevin McCurdy - Headshot Circle 2025
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Kevin McCurdy, CFP®
CIO & SVP, Wealth Advisor

John J. Cooke - Headshot Circle 2025
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John J. Cooke, BFA™
Wealth Advisor

Claire Cooke - Headshot Circle 2025
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Claire Cooke, BFA™
Wealth Advisor

Wealth Support Team

Adrienne Monka - Headshot Circle 2025
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Adrienne Monka
Reg. Wealth Associate, Director of Ops

Dreama Randolph - Headshot Circle 2025
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Dreama Randolph
Reg. Wealth Associate

Alex Marshall - Headshot Circle 2025
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Alex Marshall
Reg. Wealth Associate, Product Analyst

Joe Mathioudakis - Headshot Circle 2025
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Joe Mathioudakis
Reg. Wealth Associate, Product Analyst

Sarah Paulson - Headshot Circle 2025
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Sarah Paulson
Reg. Wealth Associate

Kris Heide - Headshot Circle 2025
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Kris Heide
Sr. Performance Reporting Specialist

Kat Sheffer - Headshot Circle 2025
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Kat Sheffer
Sr. Operations Specialist

Taylor Hall - Headshot Circle 2025
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Taylor Hall
Director of Marketing

Amber Patton - Headshot Circle 2025
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Amber Patton
Wealth Associate

John Rapp - Headshot Circle 2025
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John Rapp
Wealth Associate

Connect with Cooke Financial Group.

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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