Cook Wealth
Amy Swartzfager CPA, MBA is a seasoned tax professional currently serving as Tax Manager at Cook Wealth since November 2023. Prior to this role, Swartzfager held managerial positions at Maloney Reed Scarpitti & Company and served as Senior Tax Analyst at API Technologies Corp., where responsibilities included annual tax provision and compliance. Swartzfager's extensive experience also includes senior roles at Schaffner, Knight, Minnaugh & Company, P.C., and BKD CPAs & Advisors, focusing on tax return preparation and planning. Swartzfager holds an MBA from Gannon University and a dual bachelor's degree in Mathematics and Management from Keuka College, complemented by an Advanced Regents Diploma from Alden High School. Technical skills include proficiency in GoFileRoom, Fixed Assets CS, CaseWare, and UltraTax.
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Cook Wealth
As life becomes more complex, money starts to feel overwhelming. Our team helps to handle your finances, so you can live life empowered. We know life is complicated and it’s a challenge to feel confident in financial decisions you make on your own. Our experienced team of financial advisors, tax experts and investment managers partner with you to create a smart, customized financial strategy that fits your life stage, circumstances and priorities. We’ll support you in every aspect of your financial life so you can have a clear plan to do what matters most to you. You’ll be able to give more, save more and have the flexibility and resources to face any challenge. We’re a boutique firm with the expertise and collective knowledge to handle: • Financial services • Investments • Tax consulting and optimization • Estate planning • Retirement planning • Business changes and succession planning Based in Raleigh, North Carolina, we work with clients all over the country. When you’re ready to work with a team who values you and your finances, call Cook Wealth.