Jake works in Client Services at Cooper Financial Investments, LLC, where he is often the first and last point of contact for clients and guests. Whether he’s answering a phone call, welcoming someone into the office, or helping with a client request, Jake takes pride in making sure every interaction feels personal, attentive, and welcoming.
With a natural ability to connect with people and understand their needs, Jake helps create a positive experience at the front desk while making sure clients are connected with the right member of the team. He also assists with RSVP coordination and client care for Cooper Financial seminars and events. As he continues to grow within the firm, Jake is learning the Charles Schwab account preparation process alongside Grace and is currently preparing to obtain his Life and Health Insurance license.
Outside of the office, Jake enjoys spending time with his wife, Grace, and their two children, Beckett and Georgia. Together, they enjoy family life with their dog, Milo.
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
Tyler Cote serves as a Paraplanner and Financial Services Professional, working closely alongside Brad and Jose to deliver a seamless financial planning experience. He plays an active role in crafting comprehensive financial plans, managing new account setups and asset transfers, and serving as an ongoing resource for client needs. Holding his Life and Health insurance licenses, Tyler brings a detail-oriented, service-first approach to helping families protect and build their financial futures.
Originally from Whitefish, Montana, Tyler moved to Arizona in 2019 to pursue a business degree before transitioning into financial services in 2022. Prior to his career in finance, he worked as a personal trainer and youth athletic coach, instilling a lifelong passion for guiding others toward achieving their goals.
Outside the office, Tyler enjoys life with his wife, Tessa, and their energetic 4-year-old son, Leo. Life is wonderfully active as they prepare to welcome a second baby boy to their family. In his free time, Tyler loves golfing, traveling, and creating lasting memories with his growing family.
Laura Miller is the Direct of Client Services at our Cooper Financial Group, LLC Oro Valley and Green Valley locations. Laura has spent the last 30 years working in public education as a 6th grade teacher. She is excited to join the Cornerstone team and looks forward to building positive relationships with all clients. Laura is a family-oriented person who takes pride in meeting new people. Laura and her husband have two college aged children who are both pursuing careers in engineering. She likes to spend her spare time reading, cooking, and playing competitive pickleball.
Kaylor Cox is the Director of Marketing & Events at our Cooper Financial Group, LLC Oro Valley and Green Valley locations. Kaylor is the daughter of Chris and Beth Cox, and works remotely out of Nashville, TN, to ensure that all marketing efforts and events run as smoothly as possible.
Kaylor enjoys working with her family and feels as though they are able to make a difference in clients’ lives by being genuine and authentic. In her free time, Kaylor enjoys singing and playing music, being with her two dogs and cat, and tending to over 100 plants in her home and garden.
Beth Cox is the Office Manager at our Cooper Financial Group, LLC Oro Valley and Green Valley locations. Beth ensures the offices run smoothly and efficiently on a daily basis, and helps maintain Cooper as a warm and inviting place for all. Beth is passionate about helping people protect their hard-earned money and is dedicated to keeping Cooper a company of integrity.
Outside of the office, Beth loves reading, music, and organizing. She’s very proud of her husband Chris, and their two children. Daily, Beth can be seen walking their two dogs, Oliver and Jax, along the beautiful Oro Valley mountains.
Hi! My name is Ryan Jackson. I am a Financial Professional with Cooper Financial Group, LLC. I am a graduate of Grand Canyon University with a Bachelor of Science in Marketing. I played baseball growing up and into college where I transitioned into a lacrosse player. Through my years of sports, I realized the value of teamwork. I spent the first 13 years of my career as a wine and liquor sales representative serving all types of customers. I also worked in the restaurant industry as a server for many years. I am an avid outdoorsman, love spending my time hunting, and traveling with my wife. I am always looking forward to the next adventure. At a very young age, I was taught the importance of money/finance management by my grandfather who was in the banking industry. He always told me, “You must pay yourself first because no one else is going to save for you.”
I never realized how influential that would be until I met my mentors Brad Cooper and Chris Cox. They have taken me under their wing and taught me the business model of Holistic Financial Management. In my opinion there is no better way to manage a client portfolio. I strongly believe in educating clients and helping each client understand investment choices to best suit their current and future financial goals. My goal is that through a strategic holistic financial plan all clients can understand and reach all their personalized retirement/investment goals.
Chris Cox is the Managing Director at our Cooper Financial Group, LLC Oro Valley and Green Valley locations. Chris has been in the financial services industry since 1995, where he began his career in the life insurance industry with Franklin Life Insurance Company. In 2002 he became an independent financial professional and shifted his focus to retirees and pre-retirees. Chris has worked diligently to serve his clients in the various areas of retirement income planning, risk management strategies, tax efficiency, and legacy planning or wealth transfer solutions.
Throughout his 30 years in the industry, Chris has learned the value of building lifelong relationships with people who want to be treated as individuals, rather than just numbers. He recognizes that everyone has a story, and every story matters. Whether it be providing peace of mind through financial means, or simply being a trusted resource to improve other areas of life, Chris will always honor the opportunity to make a positive impact in the lives of others.
Margaret serves as the Marketing & Event Coordinator at Cooper Financial, where she helps manage the firm’s marketing, client communications, events, and day-to-day client experience. Whether she’s coordinating an upcoming event, working on a new marketing project, or helping a client get connected with the right person, she enjoys finding ways to keep things organized, personal, and running smoothly.
Margaret especially enjoys the creative side of her role and finding new ways to make the client experience feel thoughtful and welcoming. She believes the small details matter and takes pride in helping create the personal, family-oriented experience that Cooper Financial strives to provide. Outside of work, Margaret’s favorite role is being a mom to her daughter, Charlotte. She also has four very spoiled cats and enjoys creative projects, trying new hobbies, spending time with family and friends, and getting way too invested in a good TV show. Whether at work or at home, she’s happiest when she has something to plan, create, or make her own.
Lindsey brings more than 10 years of experience in the financial services industry and is passionate about making sure clients feel supported and taken care of every step of the way. As a licensed insurance professional, she primarily works behind the scenes processing and managing client accounts, helping ensure that the details are handled accurately and efficiently.
Lindsey takes pride in being someone clients and her team can count on. She understands that even the behind-the-scenes work can have a big impact on someone’s experience, and she approaches everything she does with care, attention to detail, and a genuine desire to help.
Outside of work, Lindsey enjoys spending time with her wonderful spouse and their adorable baby girl, who are the center of her world. She loves reading, scary movies, planning parties, and traveling—especially visiting Disney parks. For Lindsey, family, career, and making time for the things she loves are all important parts of living a happy and fulfilling life.
Grace works in Client Services at Cooper Financial Investments, LLC, where she plays an important role in helping clients feel personally cared for throughout their experience with the firm. She assists with Charles Schwab new account creation, post-opening follow-up and processing, and helps support the front desk when needed. With a natural ability to connect with people, Grace takes pride in making clients feel welcomed, comfortable, and confident that their needs are being taken care of.
Grace holds a degree in Business Management from Biola University. She married her husband, Jacob, in January 2024, and together they have two children, Beckett and Georgia, as well as their dog, Milo.
Outside of work, Grace loves spending time with family and friends, traveling, and finding any excuse to be near the ocean. A self-proclaimed beach lover, she is happiest in a coastal setting. At Cooper Financial, Grace especially values the relationships she gets to build with clients and strives to make every interaction feel personal, helpful, and positive.
Shelly was born and raised in a small community in Missouri. She met the love of her life at the young age of 15. Brad Cooper was her high school sweetheart and they were married in 1991. Shelly attended the University of Missouri (Go, Tigers!) and was awarded her diploma with a degree in Political Science. She went on to use that knowledge as she worked on Capitol Hill in Washington D.C. for the Senate Committee for Commerce, Science and Transportation. Shelly and Brad started Cooper Financial Group, LLC over 30 years ago and have worked tirelessly to reach a standard of excellence for their clients. Over 5 years ago, they moved their business to Arizona. It was the best decision they have ever made.
Recently, after being a stay-at-home mom for almost 15 years, Shelly returned to the office to work in the Client Relations area. She loves serving in this capacity. Shelly and her husband, Brad, have two beautiful daughters Grace and Maggie. They share their home with their sweet dog, Biscuit. In her spare time, Shelly loves to read, travel, shop, cook, entertain, and of course spend time with her family. She also loves being involved with her church.
My name is Jose Rodriguez, and I’m a Financial Advisor with Cooper Financial Investments, LLC. My career in financial services began in 2019 in Cleveland, Ohio, where I discovered a passion for educating clients and helping them work toward their personal financial goals.
After several years in the industry, I realized that the best way to serve my clients is by building genuine, lasting relationships. Every client has a unique story, and their path toward achieving their financial goals should be just as personal. At Cooper Financial, I’m able to take the time to listen, learn about what matters most to each client, and help create a strategy tailored to their needs.
Our goal is to build lifelong relationships while providing thoughtful, comprehensive financial planning. Serving others and helping them work toward the future they envision is at the heart of what I do.
I graduated from Arizona State University with a Bachelor of Arts and Sciences in Economics and a minor in Data Analytics. I’m endlessly curious and always enjoy learning something new. Outside of the office, you can usually find me exploring a new hobby, working out, or cooking something interesting for my girlfriend. I’m also a proud pet dad to my dog, Stella, and my ball python, Echo.
I’ll never forget the day I learned about money. I was a Police Officer, and a friend introduced me to what I now call: “Commonsense Money Principles.” You’d think I’d have been excited learning about how to manage money, but I wasn’t – I was angry.
I had all these questions flying around in my mind like:
“Why didn’t I learn this in school?”
“Shouldn’t our education system care about teaching financial principles?”
I came from a modest background, where people worked hard, and you married your high school sweetheart. I couldn’t stop thinking, “Someone needs to teach the average American how simple financial planning can be.” Turns out, God was calling ME to be that “someone.” So, I shifted careers and vowed to educate people on how simple financial planning can change their life.
For the first part of my career, the company I worked for was more focused on managing money than on education, so I kept feeling like I was not living up to part of my vow. That changed in 2006, when my brother Bruce died suddenly of a heart attack at age… 49. He was newly married and had diligently saved all his life so he could retire at 60 to “enjoy his life.” In my grief I thought, “Bruce sacrificed to reach his retirement goals; he planned and planned and planned— but he never actually lived his life.” I wondered, “What was the use of all that planning if he never enjoyed the fruits of his labor?” This realization weighed heavy on me. I immediately thought, “I want to teach people how to plan for the future while also living for today.” But to do that, I need to become a different kind of advisor. So, I started a full-service financial planning firm, centered on education. Soon after, I saw that no matter how much money people have, they are torn the way my brother was, between planning and living. But with the right guide and a bit of education it doesn’t have to be that way.That’s why for the past 16 years… I’ve created financial plans that not only provide my clients with guaranteed income for life…
But also, ample education… So, my clients will never again be so terrified of spending money that they never actually live their life. Nothing fulfills me more than seeing the relief and excitement on my clients’ face when they realize, “Wow, we really can have both.”
This is why I do what I do. And if we decide to work together, I’d love to show you how you can have both too.
