Whether you are a pre-retiree, retiree or conservative investor, we want you to have a better financial future. We want you to have financial success for the next 25 years and not go backwards over time, by building a more secure portfolio. Brad E. Cooper is an Investment Advisor Representative and President of Cooper Financial Investments, LLC.
We understand the unique issues facing retirees and those saving for retirement and we are committed to giving you the best advice and services possible. We specialize in financial planning for retirees and those transitioning into retirement. Our services encompass a management system that is designed to be defensive in bad economic times, and opportunistic in good times, education planning, referral partners for tax and estate planning. We take great pride in our relationship with our clients.
Brad Cooper is an investment advisor representative of Cooper Financial Investments, LLC, a state registered independent investment advisor, serving customers in Arizona and surrounding communities.
Brad’s mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
Brad E. Cooper || Founder and President
I am a Financial Advisor/President of Cooper Financial Investments, LLC and have a B.A. from Columbia College. I have helped many families keep on the path toward financial security and independence for over 25 years. I feel everyone deserves a secure and independent retirement.
I was recently asked and participated in a 60-minute documentary “Not Alone: Retirement In America,” which debuted this past year nationwide. I previously hosted a weekly “Financial Answers For Today’s Economy” Radio Show for over 10 years and I am the Author of the Book “Cooper’s Truth- A Little Book About the Big Things Some May Not Tell You Regarding Retirement Planning”. I have written numerous articles on the subject of finance and have contributed several financial related articles to magazines and newspapers. I have developed speeches and workshops tailored for multiple audiences nationwide on topics such as Income and Estate Planning, Retirement Planning, Wealth Preservation and Management, Hybrid Indexed Annuities, Insurance, and Income and Asset Protection.
My experience in the field of retirement and asset protection has afforded me the privilege to meet and work with amazing families that have worked extremely hard to create a “nest egg.” As a Fiduciary,” I take my position very seriously in protecting it. I value life-time client relationships.
On the personal side, I have been married to my high school sweetheart for 28 years and we have 2 amazing beautiful daughters. I am very blessed and keeping priorities in order is very important to me – God, Family and Business.
I enjoy spending time with my family, reading, keeping updated on the many changes of our financial economy, swimming, traveling, golfing, hiking, bike riding, watching and coaching my children in many sports, and I’m very active in my church. I’m very interested in health and fitness – I want to be around for a long time so I can enjoy many grandchildren in the future!
This is who I Help – I love working with retirees and families approaching retirement. My goal is to help families live a secure and comfortable life by utilizing financial tools and services that will help them achieve “financial security and independence.” We help families with a lifetime of security thanks to a lifetime of income.
My passion stems from the major changes we have seen in our financial economy the past 10 years that have had an impact on many families in retirement. I take a very serious, proactive, and secure approach when planning.
Shelly Cooper || COO & Director of Client Relations Cooper Financial Group, LLC
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 almost 27 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 at Mesa Baptist.
Lindsey Kemp || Client Executive Manager
Lindsey is the Director of Client Relations for Cooper Financial Group, LLC. She has received a Bachelor’s of Science degree in Mass Communications with an emphasis in Advertising and Marketing from Southeast Missouri State University. Lindsey has spent over five years managing teams and succeeding in client growth for two fortune 500 companies. Her focus is building strong client relationships. She is passionate about delivering superior client assistance and administration.
Laura Mill || Meetings & Seminars Coordinator
Laura is a Missouri native that moved to Arizona with her retired husband, Ray, in 2012. They were seeking the warmth of the sunny weather and an active outdoor lifestyle. Laura and Ray have been married for 24 years and have 3 children and 5 grandchildren. Laura resides in Florence at the awesome Sun City Anthem community. She enjoys swimming and water aerobics, hiking, spending time with her incredible group of friends and of course loving on her grandchildren. She stays very busy as an Ambassador at her community as well in a part time position. You will find Laura always helping decorate, plan or serve wherever she is needed in her close-knit community.
Before moving to Arizona, Laura invested 11 years with the State of Missouri as an eligibility specialist. She worked prior to that at the local radio station as a sales representative and then promoted to the Office Manager position. Laura is friendly and social. She loves meeting new people. She has never met a stranger… just someone she isn’t friends with yet! For the past 7 years she has been a vital member of the Cooper Financial Group team in planning events and seminars, interacting with clients and creating new strategies to better serve our clients. Laura’s brother is Brad Cooper. She has been a very important factor to the success and growth at Cooper Financial. Laura’s college degree emphasizes business and she has been able to incorporate her knowledge into a very fine-tuned set of skills.
Aaron Knipp || Advisor
Aaron is a Financial Advisor with Cooper Financial Investments, LLC. He was born and raised in Arizona and completed his undergrad alongside his MBA locally at Grand Canyon University. Aaron has been in the investment industry since 2016 and now is proud to join Brad in being a Fiduciary.
Personally, Aaron is the published author of “Calories In Calories Out” and enjoys mentoring weight loss efforts outside of business hours. In his free time he enjoys spending time in the gym and skiing during the winter.
Overall Aaron has a passion for connecting with others, in day to day interactions, as well as to help shape the financial future of our clients.