Carolyn Cook (CFP®, CRPC®, MBA)

Carolyn Cook focuses in the
following client markets or areas of practice:

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • Divorce Planning
  • LGBT Couples and Families
  • Socially Responsible Investments
  • Women's Financial Planning Issues

NAPFA Start Date

January 04, 2022


This Office

1851 Sugar Run Trl Bellbrook, OH 45305 Phone: (937) 620-1167