Cole began his career in retail banking. His love for helping people with money began there. After a few years in banking he became a financial advisor, and he has been on a mission to educate and help families with their money ever since. Cole loves helping families focus on creating good money habits. He developed a coaching program to help families learn and implement good financial habits and systems that will help enable them to 1. Realize where they currently are financially 2. Determine financial goals and 3. Set a clear path to achieve them. This, paired with the Someone Who CARES process, is why Cole loves the financial industry.
Cole is a Registered Representative with Brooklight Place Securities, Inc. and an Investment Advisor Representative with Interactive Financial Advisors, Inc.
Cole and his wife Miranda have two boys, Simon and Dawson. Cole and Miranda are both from Pocatello Idaho and met in high school. After Cole served a mission for The Church of Jesus Christ of Latter Day Saints in Honduras they were married, and moved to Provo Utah to attend Brigham Young University. Cole and Miranda love spending their time playing all kinds of games with friends, going on cruises, watching The Office, and cooking ribs on their smoker. They love playing with their young boys and frequently have dance parties and wrestle in the living room.
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A Registered Representative with securities offered through:
Brooklight Place Securities, Inc.
1901 Butterfield Road, Suite 220
Downers Grove, IL 60515
Member FINRA & SIPC
Investment Advisory Services offered through Interactive Financial Advisors, Inc.
Weir Money Management, Brooklight Place Securites, Inc., and Interactive Financial Advisors, Inc. are not affiliated.