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
888.390.5277 | brad@cooperfinancial.com
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.
Jose Rodriguez Osuna
Financial Advisor
888.390.5277 | jose@cooperfinancial.com
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.
Shelly Cooper
Director of Client Relations
888.390.5277 | clientservices@cooperfinancial.com
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
888.390.5277 | grace@cooperfinancial.com
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
888.390.5277 | lindsey@cooperfinancial.com
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.
Margaret Cooper Roberts
888.390.5277 | margaret@cooperfinancial.com
Margaret Cooper Roberts, the youngest daughter of Brad Cooper, joined the team in fall of 2024. Margaret graduated from Gilbert Christian High School in Gilbert, AZ and attended Union University in Jackson, TN for two years, where she was a member of the Kappa Delta sorority. Her studies were focused on Art and Graphic Design. Margaret’s strengths include solution-based problem solving, creative “out of the box” thinking, computer graphics, and focusing on new and improved strategies for the team.
Margaret got married in the Fall of 2022 to her husband, Tristan Roberts. She shares her home with her fur babies, named Cosmo, Astro, and Taiko, her three adorable cats. Margaret enjoys puzzles, video games, and horses. She also shares a love of shopping with her mom and sister. Margaret loves to bake fresh bread in her spare time, a hobby that her family does not mind at all!
Chris Cox
Managing Director
520.543.8345 | chris@cooperfinancial.com
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.
Ryan Jackson
Financial Professional
520.543.8345 | ryan@cooperfinancial.com
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.
Beth Cox
Office Manager
520.543.8345 | beth@cooperfinancial.com
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.
Kaylor Cox
Director of Marketing & Events
520.543.8345 | kaylor@cooperfinancial.com
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.
Laura Miller
Client Services
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.