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.

As Director of Communications, I am passionate about managing CoCreate Financial’s communications to our clients, partner organizations and the public. I have the privilege of shaping how the firm communicates financial advice and wealth management in a way that is easily understandable, accessible and even inspiring.

Equally motivating is working for a firm that works with clients to utilize their finances in a way that matters most to them. Helping others make an impact that lasts is truly a great goal to spend each and every day accomplishing. Plus, I get to do this in a way that is truly creative, collaborative, and expressive of my faith.  I am excited to support and promote this firm’s clients in fulfilling their hope and purpose.  

As a college student finishing up my last year of education in Economics and Finance, I’m eager to start my career helping others navigate their finances with clarity and intention.  This summer, I am thrilled to be able to begin that journey at CoCreate Financial, a firm that is focused on these attributes as they serve their clients, as well as one that leads with faith and integrity in all they do. While here, I am looking forward to combining my love for analysis, planning, and service. In the fall, I will head back to the College of Charleston to complete my studies. 

I’m grateful to be a member of a team that puts people, purpose, and faith at the center of financial life, and I look forward to learning more about how thoughtful planning can truly serve others.   

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 too excited. Clooney made a career-change and returned to his upbringing in Montana and joined CoCreate as a full staff member.