PROFESSIONAL BACKGROUND

Jeremy Cook is a Certified Financial Planner Professional who joined the firm in 2007.   He assists clients in creating a strategy to help them build financial freedom based upon their goals and values. Jeremy has the skills, knowledge, and experience to help his clients meet their objectives. His personal goal is to become a lifelong resource for every client.

Jeremy attended Brigham Young University and majored in Business Management, Chemistry, and Finance. He went on to attend The American College of Financial Services where he earned his CFP® and LUTCF®. He has thirteen years of experience in the financial industry.  Jeremy holds FINRA Series 6, 7, and 63 Registrations and is Life, Accident and Health licensed.

Jeremy spent eleven years as a Cubmaster and Scoutmaster with Boy Scouts of America.   He enjoys golf, basketball, swimming, making (and especially eating) chocolate chip cookies and spending time with his family.

CRN202408-655467