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The Cooke Financial Group Team

Meet our award winning team.

Wealth Management Team

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Chris Cooke
Partner, Wealth Advisor

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Brian Cooke
Partner, Wealth Advisor

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Lisa Grimes
SVP, Wealth Advisor

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Kevin McCurdy
CIO & SVP, Wealth Advisor

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Tammy Williams
COO & SVP, Wealth Advisor

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John J. Cooke
Wealth Advisor

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Claire Cooke
Wealth Advisor

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Client Support Team

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Adrienne Monka
Registered Wealth Associate, Director of Operations

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Dreama Randolph
Registered Wealth Associate

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Kris Heide
Senior Performance Reporting Specialist

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Kat Sheffer
Senior Operations Specialist

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Taylor Hall
Director of Marketing

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Mallerie Gordon
Scheduling Coordinator

Connect with the 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 8:30 AM - 5:00 PM EST

     9340 Priority Way West Drive Indianapolis, IN 46240
     (317) 814-7800
     contactcooke@cookefg.com

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