Our Team

Whether you are a pre-retiree, retiree or conservative investor,

we want you to have a better financial future.

Brad Cooper

Brad Cooper

President | Founder

Jose Rodriguez Osuna

Jose Rodriguez Osuna

Investment Advisor

Shelly Cooper

Shelly Cooper

Hospitality Coordinator

Grace Cooper-Thraen

Grace Cooper-Thraen

Administrator of Client Services

Lindsay Smith

Lindsay Smith

Senior Account Manager

Tyler Cote

Tyler Cote

Financial Services Professional