About

Our mission

Our mission

Many people have an idea of what they would like their retirement life to look like. However, they may not know all the options that are available to them. We believe that you deserve to be able to have the freedom to make educated decisions about your financial future.

Many people have an idea of what they would like their retirement life to look like. However, they may not know all the options that are available to them. We believe that you deserve to be able to have the freedom to make educated decisions about your financial future.

Our founder's story

Our founder's story

"I used to be an asset manager dealing with stocks and mutual funds. Tech stocks were very popular, but in 2000 the stock market declined and portfolios were dropping between 30-55%. I was frustrated that even though according to the traditional asset management protocols I was doing everything right, many people were unable to maintain their standard of living.

After the dot com bubble burst, I stopped working with securities. There were other products that provided similar results, but with less risk. I learned there was a better approach.

Many financial services promote sexy solutions, but the ones that are more stable are often overlooked. Now I focus on education and bringing money to the table by stopping losses instead of engaging in potentially risky investments."

- Dexter Pierce, Founder & President

"I used to be an asset manager dealing with stocks and mutual funds. Tech stocks were very popular, but in 2000 the stock market declined and portfolios were dropping between 30-55%. I was frustrated that even though according to the traditional asset management protocols I was doing everything right, many people were unable to maintain their standard of living.

After the dot com bubble burst, I stopped working with securities. There were other products that provided similar results, but with less risk. I learned there was a better approach.

Many financial services promote sexy solutions, but the ones that are more stable are often overlooked. Now I focus on education and bringing money to the table by stopping losses instead of engaging in potentially risky investments."

- Dexter Pierce, Founder & President

Meet our Team

We understand how stressful it can be to be continually inundated with financial advice from different gurus, but do not know whether the advice is right for your personal situation. Meet our highly skilled team that ensure our clients get the best care we can provide.

Dexter Pierce

President

Committed to guiding clients toward financial confidence and peace of mind, with a proven process that secures their future and fosters long-term success.

Sheila Pierce

Client Expierience VP

Dedicated to delivering exceptional client experiences, with a focus on building strong relationships, ensuring satisfaction, and fostering long-term trust and loyalty.

Michael Pierce

Chief Marketing Officer

Passionate about creating meaningful connections, enhancing brand trust, and developing strategies that drive engagement and deliver value to clients.

Ravyn Pierce

Business Development VP

Focused on building strategic partnerships, identifying growth opportunities, and delivering solutions that create lasting value for clients.

Everett Stull II

Economic Advisor

Bringing a winning mindset from 26 years in professional baseball, Everett applies the same perseverance, compassion, and strategic thinking to guide clients toward financial security and success.

Michael Dukes

Economic Advisor

With nearly seven years of experience in financial services, Michael takes a client-first approach, combining personalized solutions with financial education to help individuals navigate their financial journey with trust, sincerity, and confidence.

Kendra Askew

Economic Advisor

With over 25 years of experience in sales and a deep commitment to community, Kendra combines her passion for people with expertise in insurance and financial planning to help clients build secure, stable futures with empathy and care.

Want to work with us?

We're always looking for talented, motivated individuals to join our team!

If you're passionate about helping others achieve their financial goals and want to grow with us, we'd love to hear from you.

Submit your application below, and we will get back to you if there's a good fit!

3 questions to consider

How much money do I need to save each year to make sure that I will have enough for the rest of my life?

How long will I have to work before I can quit and have enough money to sustain myself?

How much will I need to reduce my future lifestyle to have enough money to last?

We’re here to help

If these questions spark concern or curiosity, consider booking a call with a professional economic advisor to navigate through these critical financial decisions.

3 questions to consider

How much money do I need to save each year to make sure that I will have enough for the rest of my life?

How long will I have to work before I can quit and have enough money to sustain myself?

How much will I need to reduce my future lifestyle to have enough money to last?

We’re here to help

If these questions spark concern or curiosity, consider booking a call with a professional economic advisor to navigate through these critical financial decisions.

3 questions to consider

How much money do I need to save each year to make sure that I will have enough for the rest of my life?

How long will I have to work before I can quit and have enough money to sustain myself?

How much will I need to reduce my future lifestyle to have enough money to last?

We’re here to help

If these questions spark concern or curiosity, consider booking a call with a professional economic advisor to navigate through these critical financial decisions.

Join our newsletter

Get expert financial tips delivered to your inbox regularly. Subscribe to our newsletter now!

© Cook Pierce All rights reserved

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy any service or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information contained on this website is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation.

Join our newsletter

Get expert financial tips delivered to your inbox regularly. Subscribe to our newsletter now!

© Cook Pierce All rights reserved

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy any service or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information contained on this website is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation.

Join our newsletter

Get expert financial tips delivered to your inbox regularly. Subscribe to our newsletter now!

© Cook Pierce All rights reserved

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy any service or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information contained on this website is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation.