Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming independent financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of financial planning, coupled with our expertise as investment managers, we can help people better prepare for the future. After many years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp what they need to be doing today to reach financial dreams tomorrow. 

As a multi-generational team, we have the benefit of decades of experience and also a long runway to make sure we see you achieve your financial dreams. 

Robert Cooper

Robert "Rem" Cooper

Wealth Manager & Retirement Income Certified Professional®

(423) 498-5999

(423) 498-5998

Darrin Wall

Darrin Wall

Wealth Manager & CERTIFIED FINANCIAL PLANNERâ„¢

423-498-5568

423-498-5998

John Burke

John Burke

Registered Representative

(410) 340-8735

(423) 498-5998

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.