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Description
The independent firm was founded in 1993 by Linda Cook, whose early career in investment planning convinced her that people should come before products. Linda's goal in starting her own strategic financial planning company was to build long-term relationships based on identifying needs and exploring solutions, rather than 'selling something'. Rather than deliver pigeon-holed solutions - 'the flavor of the month' - Linda Cook set out to truly understand her clients, listen to what they wanted to achieve, and to find the right solutions to meet the needs.
Relationships begin with first impressions. At Gilbert & Cook, Mary Ann Baker is here to welcome you as you begin your journey. With over 35 years of experience in client service, she will be your first point of contact. As our Support Specialist, Page Lund is here to help you with any technology and service support you may need. Cara Shindler is the newest member to join the Gilbert & Cook team and acts as Relationship Coordinator, fostering new relationships with prospective clients and potential business partners.
AT GILBERT & COOK, WE'RE HONORED BY YOUR TRUST , and in all other things, we are humbled and determined to live our vision and core values. We are dedicated to empowering a unique group of people to live a life of abundance. Navigating through life's many transitions and complex choices, we provide clarity and instill the confidence necessary to make important wealth decisions. A spirit of family bonds all those we serve.
Gilbert & Cook. Dedicated to empowering a unique group of people to live a life of abundance. Navigating through life's many transitions and complex Choices , we provide Clarity and instill the Confidence necessary to make important wealth decisions.
WHAT DOES IT MEAN TO YOU, "TO LIVE A LIFE OF ABUNDANCE?" How you define your values and expectations will bring focus to life's many choices. You envision your future to be a prosperous one, and we are dedicated to helping you navigate through life's many transitions and complex choices. We provide clarity and instill the confidence necessary to make important wealth decisions.