Our Company

 

 

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 E. Cooper

 

Founder and President

Brad has over 30 years of experience as a Financial Advisor and earned his B.A. from Columbia College. He has helped many families with “holistic” financial planning to keep them on the path toward financial security and independence. His passion is helping others achieve their financial goals.

Recently, Brad was featured in a nationwide documentary “Not Alone: Retirement in America”. Currently, he is hosted on Channel 12 NBC affiliate in Phoenix discussing financial awareness. Brad is the author of the books “Cooper’s Truth” and just recently released “Financial Armor”. Brad is published in Forbes magazine and was recently just interviewed by Bloomberg Businessweek for their September 2023 issue. Brad is also a Master Elite Member of nationally recognized IRA and Tax Expert Ed Slott.

Brad has written numerous articles on the subject of finance and has contributed several financial related articles to magazines and newspapers. He develops speeches and workshops tailored for multiple audiences on topics such as Retirement Income, Tax, Legacy, Estate and Elder Care Planning.

Ryan Jackson

 

Financial Professional

 

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.

Shelly Cooper

 

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, 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.

Grace Cooper-Thraen

 

Director of Marketing Cooper Financial Group, LLC

Grace is the Director of Marketing for Cooper Financial Group, LLC. She has received a Bachelor of Business Administration degree with an emphasis in Management from Biola University. Grace has recently joined our team, as she just graduated from college. She is looking forward to helping clients with their financial needs and planning fun client events in the future. Grace has been a part of many opportunities in the past to help her leadership skills grow and learn what it takes to succeed in the business world. Outside of work, Grace enjoys traveling, babysitting and spending time with friends and family.

Lindsey Smith

 

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.

lindsey@cooperfinancial.com

Laura Mills

 

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 27 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.

Chris Cox

 

Managing Director

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.

Beth Cox

 

Office Manager

Beth Cooper-Thraen 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.

Kaylor Cox

 

Director of Marketing & Events

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.

Jose Rodriguez Osuna

 

Financial Advisor

My name is Jose Rodriguez a Financial Advisor with Cooper Financial Investments, LLC. My financial services career started in 2019 in Cleveland, Ohio where I fell in love with educating clients on how to achieve their personal financial goals.

After being in the industry for several years, I realized that the best opportunity to serve my clients was by building genuine relationships. Each client and their story is unique and personal. Therefore, each path to meeting their financial goals will be unique. I’m able to achieve this at Cooper Financial by actively listening to and learning about our clients and their needs.

We build lifetime relationships and give strategic wholistic planning options. Serving others and helping them achieve their goals is my commitment.

I graduated from Arizona State University with a Bachelor of Arts and Science in Economics with a minor in Data Analytics. I am an endlessly curious person and love to learn new things. If I’m not learning about a new hobby or working out, I am most likely cooking something interesting for my girlfriend. I’m a proud father of two dogs and a ball python: Chester, Stella, Echo.