Our team takes customer service very seriously.Together, we are committed to providing exceptional and ongoing customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know via email or phone. We will respond promptly.
Beau D Cunningham
Beau Cunningham is a Colorado native and an intregral part of Casey Cook's team. Beau graduated from the University of Arizona in 2015 and began his career at Northwestern Mutual in 2016 and joined Casey Cook’s team in 2017. Beau is Series 9, 7, and 63 securities licensed, he is also Life, Health, Disability and Variable Annuity licensed in the state of Colorado. Beau’s roles on Casey Cook’s team involve working with new and existing client’s in developing, employing, and tracking personal and financial goals. As the team’s Associate Wealth Management Advisor Beau strives to continue all client’s on achieving their financial goals. While not working, Beau enjoys fly fishing and wood carving. If you need attention from our team and not sure where to go, Beau is always your best first step.
If you’re a client of our firm, you’ve likely experience Kate’s warm spirit, caring personality and impressive attention to detail. Since joining Northwestern Mutual as an intern in 2017 and joining our team in December 2018, Kate has brought tremendous energy to our team. Finances aren’t always that exciting, but Kate ensures that each of our clients and partners has a great experience. Originally from Scottsdale, Arizona Kate escaped the heat by receiving her degree in Marketing at University of Denver. Loving all that Colorado has to over Kate loves taking advantage of the mountains, parks, and sunny days with friends and family!
At the center of Kristen’s whole world are three people: her devoted husband and her sweet, young boys, Jordy and Kobe. Before joining our team, Kristen had already developed a passion for helping others by being a nurse. She is an valuable resource to our clients and our firm by being the Director of Operations. Married to our determined and forwarding thinking leader, Kristen helps keep the wheels turning for our team. As true supporter in all aspects of her life, she has played various roles in our firm - Casey truly couldn’t imagine doing business (or life) without her.