Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Kaiser, Rush, Cook Wealth Advisors
Team photo for Kaiser, Rush, Cook Wealth Advisors

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Our advisors

Advisor photo for Joseph Kaiser

Joseph Kaiser

CLU®, APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Joseph Kaiser Visit Joseph Kaiser's website
Advisor photo for Chris Cook

Chris Cook

CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Chris Cook Visit Chris Cook's website
Advisor photo for Jason Rush

Jason Rush

CFP®, BFA, APMA®

Financial Advisor

Learn more about Jason Rush Visit Jason Rush's website
Advisor photo for John Kaiser

John Kaiser

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about John Kaiser Visit John Kaiser's website


Our team

Tammy Kelly

Office Manager

Dawn Kaiser

Office Manager