About

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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.

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

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.

- 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

Dexter believes everyone deserves to feel confident about their financial future. His process is thoughtful, proven, and focused on long-term results that align with each client’s goals.

Sheila Pierce

Client Experience VP

Sheila believes that a great experience starts with a great relationship. She brings warmth and attention to every client interaction, making it easy to feel confident and cared for throughout the process.

Michael Pierce

Executive Vice President

Michael’s goal is to help clients take control of their finances without the stress. He brings a calm, grounded presence to every conversation and believes clarity builds confidence.

Ravyn Pierce

Business Development VP

Ravyn plays a key role in driving the firm forward by identifying opportunities that align with both client goals and the company’s mission. Her focused, energetic approach helps clients find the right path for their financial future.

Want to work with us?

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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!

Email Resume

Ready to see what you’re losing?

A free 45-minute video call. Nothing to prepare. No pressure.

Book your Financial Awareness session

Prefer to talk first? Text or call (404) 244-6675, or email hello@cookpierce.com.

Ready to see what you’re losing?

A free 45-minute video call. Nothing to prepare. No pressure.

Schedule a call

Prefer to talk first? Text or call (404) 244-6675, or email hello@cookpierce.com.

Ready to see what you’re losing?

A free 45-minute video call. Nothing to prepare. No pressure.

Schedule a call

Prefer to talk first? Text or call (404) 244-6675, or email hello@cookpierce.com.