Megan Cook, CFP® Joins Elevate Asset Management as a Financial Advisor
Cook joins Elevate Asset Management to Strengthen Team
June 29, 2021 | For Immediate Release
(Sheridan, WY – June 2021) Elevate Asset Management has hired Megan Cook, CFP®, to provide financial planning, guidance, and investment advice to individuals, foundations, and institutions. In her role, Cook will work directly with clients to seek to provide them with exceptional financial planning services and solutions. Cook is a long-time professional in the financial services industry and joins Elevate after over fourteen years in the industry, previously with DA Davidson & Co. Cook has earned her CFP® designation having attained a high standard of excellence in financial planning by meeting rigorous education and experience requirements and committing to high ethical and professional standards.
Wyoming roots and values guide Elevate to do what is best for clients, not necessarily what is easiest. With the numerous options for financial advice available to investors, finding an investment firm that fits one’s needs can be challenging. Elevate helps its clients seek to find the right investment strategies for them. Cook is deeply committed not only to the well-being of her community through the numerous local organizations she volunteers in, but also to the long-term success of her clients. She hopes to contribute to the community through Elevate “by helping clients through life events and planning for the future – whether it is planning for retirement, investing for a future goal, or analyzing employer-sponsored plan options.”
Cook is a graduate of Boise State University with a Bachelor of Business Administration. Born and raised in Sheridan, WY, Cook enjoys gardening and running.
Elevate Asset Management, founded in 2018 and based in Sheridan, Wyoming, is the financial planning division of Frontier Asset Management, LLC that serves clients throughout Wyoming.