Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

Associations and Memberships

  • National Association of Insurance and Financial Advisors
  • Pepperdine University Alumni Association
  • San Diego Sigma Chi Alumni Association
  • Christie's Place - Board Treasurer
  • The Soldier's Project - Board Member
  • Lincoln Club of San Diego County

Years of Experience

Representing Northwestern Mutual since 2005.

Education

  • Bachelor of Arts in Economics (emphasis in Finance) from Pepperdine University
  • Bachelor of Arts in Political Science from Pepperdine University

Awards and Recognition

  • National Association of Insurance and Financial Advisors Quality Award (2011-2015)
    • Award recognizing commitment to excellence in service to clients and industry
  • National Quality Award (2009-2010)
    • Award recognizing persistency and performance

Personal

I am married to my best friend and the love of my life, Marisa Cook.

We currently live Carmel Valley (a suburb in San Diego, CA).

Marisa and I met over 20 years ago while we were undergraduates at Pepperdine University. We were married shortly after graduating college and 6 months into starting my practice with Northwestern Mutual.

In March of 2018 we had our son, Hunter Andrew Robert Cook. Hunter loves playing baseball and soccer and will be starting kindergarten next fall at Willow Grove Elementary.

Marisa works for a national consulting firm, Booz Allen Hamilton, as a financial analyst.

In our free time we are very active in our church, Horizon North County. We also love to be outdoors and attend sporting events (we have season tickets to the San Diego Padres). I'm an avid golfer and as a family we like going to the San Diego Zoo and Legoland.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Boneafide Cause

My sister and I started a foundation called "Boneafide Cause" to raise money and awareness for childhood cancer, specifically osteosarcoma. Osteosarcoma is a rare form of bone cancer. The reason this is important to us is because as I child I was diagnosed with osteosarcoma twice.

Rancho Penasquitos Little League

Rancho Peñasquitos Little League is a baseball organization for children of league age 5 to 14. RPLL serves kids and families who live within the boundaries of Adobe Bluffs, Canyonview, Deer Canyon, Los Peñasquitos, Park Village, Rolling Hills, Sundance, Sunset Hills, and Willow Grove Elementary schools.

GiGi's Playhouse San Diego

Our Mission and Purpose: To change the way the world views Down syndrome and to send a global message of acceptance for all. Our Vision: To see a world where individuals with Down syndrome are accepted and embraced in their families, schools and communities. Our Niche: We change lives through consistent delivery of free educational, therapeutic-based and career development programs for individuals with Down syndrome, their families and the community, through a replicable playhouse model. Our Promise: A lifetime commitment to families.

GiGi's

Here are my areas of expertise

Financial Planning

Advisory Services

Tax-Efficient Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Insurance Protection Strategies

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline