As Chief Planning Officer at CoCreate Financial, I am dedicated to crafting and implementing dynamic financial plans that align with each client’s values and goals. My focus encompasses all areas of strategic wealth management including tax and estate planning, charitable giving, and passive income strategies. Financial planning is about empowering clients to use their resources to equip them for joy and lasting impact. With my credentials as a Certified Financial Planner® (CFP^®), Chartered Financial Consultant^® (ChFC^®), and Certified Kingdom Advisor^® (CKA^®), I work to integrate practical financial strategies with personal values.

I prioritize building meaningful relationships with clients and guiding them to use their resources in alignment with their values to help them shape who they are becoming. At CoCreate, our low client-to-advisor ratio allows me to provide the time and attention each client deserves, ensuring they find clarity and fulfillment in their financial lives.

I’m the founder of CoCreate Financial, where I believe that financial advice goes beyond just maximizing investment values — it’s about using financial resources to help us become the people we desire to be and achieve truly meaningful goals. My holistic approach integrates financial, social, and spiritual capital, empowering clients to align their capital with their calling.

As the Chief Investment Officer, I lead our team in managing investment portfolios and focus on making sound business decisions in each investment decision we make on behalf of our clients. I believe that the investment markets are neither about trading nor choosing a boilerplate mix of mutual funds, but are a structure to facilitate business ownership.  Rather than deploying ineffective, passive solutions, I prefer to educate and walk alongside clients as we manage investments which we believe serve their best interests. I am passionate about providing real, personalized advice, ensuring my clients not only understand their financial situation but also feel valued throughout their experience. Through CoCreate, I aim to create a legacy where financial resources serve a greater purpose, allowing my clients to lead lives filled with joy and significance.

As the Business Manager at CoCreate Financial, I take pride in overseeing our internal operations and enhancing efficiencies to elevate our clients' experience. I blend analytical insight with a passion for creating organized and impactful processes to enhance client relationships. My career began in healthcare, where I learned the importance of empathy and authenticity in serving clients.

At CoCreate, I am dedicated to fostering a culture of loving our clients, striving to ensure that every client feels valued and understood. I aim to facilitate authentic, honest, and meaningful interactions to make sure our clients feel seen and appreciated for who they are. I am excited to contribute to our firm's mission of genuine client relationships and unwavering integrity, helping both our clients and the firm grow together.

Clooney began his career in a rigorous training program and studied under the best trainers in the country at the Irving, TX campus of Canine Companions for Independence. While Clooney was excited about his future career as a service dog, he was ultimately was too excited. Clooney made a career-change and returned to his upbringing in Montana and joined CoCreate as a full staff member.