Cooke Financial Group is proud to announce the promotion of Tammy Williams to President, marking an exciting new chapter for the company.
With over nine years of experience in the wealth management industry and a deep commitment to our mission, Tammy is well-positioned to lead Cooke Financial Group alongside partners Brian Cooke and Chris Cooke.
A Track Record of Leadership
Since joining Cooke Financial Group in 2017, Tammy has played a pivotal role in leading company culture, growing Assets Under Management (AUM), and increasing client retention rate. Most recently serving as Chief Operation Officer, she has been instrumental in expanding client relationships, driving innovation, and leading team day-to-day operations.
“Tammy’s invaluable leadership and dedication have contributed significantly to our success. We are confident she will continue to help us guide Cooke Financial Group with integrity and innovation in this new role as we adapt to the evolving landscape of independent wealth management.” – Brian Cooke, Partner
Prior to joining Cooke Financial Group Tammy played softball at Northwestern University and went on to compete as a professional athlete for seven years. Throughout both her collegiate and professional careers, she served as a team captain everywhere she played, demonstrating strong leadership and dedication to excellence.
“Tammy brings a leadership mentality to everything she does, consistently setting a high standard for our team. Her hard work, strategic vision, and commitment to fostering collaboration have made a lasting impact on both her colleagues and clients. She leads by example, empowering those around her to strive for continuous growth and success.” – Chris Cooke, Partner
Vision for the Future
As President, Tammy will collaborate with Brian and Chris to strengthen our foundation and uphold our commitment to exceptional service for our clients and partners.
“I am honored to step into this role and excited for what the future holds for Cooke Financial Group. Our team is exceptional, and I look forward to building upon our strong foundation with Brian and Chris, fostering meaningful relationships, and driving impactful results for our clients and partners.” – Tammy Williams, President
With this promotion Cooke Financial Group remains committed to its core values and vision, ensuring continued growth and excellence in serving clients for years to come.