Cook Wealth
Jake Rudy, MBA has a diverse background in various roles such as Financial Planner at Cook Wealth, Graduate Student Assistant at Liberty University, Asset/Liability Intern at CAPTRUST, and Donor Screening Supervisor at Octapharma Plasma, Inc. Jake also has experience in leadership roles such as Residential Shepherd at Liberty University and Creative Arts Team Leader at YouthQuest. Jake holds a Master of Business Administration and Bachelor of Business Administration in Business Administration and Management from Liberty University.
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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.