Amy R. Cook

Amy R. Cook’s arrival in the financial industry was a serendipitous chain of events that started with her own money narrative and transformed into a success story. While working in the mortgage business at the start of her career, she was exposed to many financial dilemmas and noticed a reactive approach to financial decision-making. narrative that runs through our minds. Since then, she has aimed to simplify the process of financial decisions and planning to help her clients reach their goals. Amy is a CFP® and has a master’s degree in personal financial planning. She utilizes her education and experience to help clients across all industries and in all stages of life.

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