Chris Cooper & Company, Inc. - Toledo, OH , Financial Planner , Investment Advisor , Retirement , Insurance , Estate Planning , Portfolio Management , IRA , CFP

<body topmargin="0" leftmargin="8" bgcolor="#FFFFFF" text="#000000"> <div align="center"><center><table border="0" width="600" cellspacing="5" cellpadding="5"> <tr> <td width="200" valign="top" align="center"><p align="center"><img src="bin/chris.jpg" alt="Chris Cooper" align="middle" WIDTH="175" HEIGHT="246"><br> <font face="Times New Roman" size="3"><strong>Chris Cooper</strong></font></td> <td width="400%"><font face="Times New Roman" size="2"><strong>Chris Cooper</strong> is the owner and founder of Chris Cooper & Company, Inc<em><strong>.</strong></em>, a fee-only financial planning firm working with people who own small businesses, with persons preparing to retire, and very elderly persons. Chris provides counseling and guidance in the areas of investments, taxation, and estate preservation. As a practitioner he invests and manages money, does personal and business tax returns and representation, and comprehensive financial planning consultations. <br> <br> Chris Cooper is also the owner and founder of <a href="http://www.eldercareadvocates.com" target="_top">ElderCare Advocates, Inc.</a> a private geriatric care management and long term care consulting firm. ElderCare Advocates is a free standing, non-hospital or other health care provider affiliated, firm providing comprehensive assessments & planning of long term care needs of disabled adults and the frail elderly. Assessments are made across the medical, psychological, social, environmental, legal and financial aspects of a person's life. <br> <br> Chris began his career in nursing homes and hospitals. After finishing paramedic training and a degree in nursing , he pursued an interest in how people could finance health care, primarily acute care. He found out that chronic long term care is where financial devastation generally occurs for many people, especially the retired. <br> <br> Completing the Chartered Life Underwriter and Chartered Financial Consultant designations in 1986, he went on to establish one of the few fee based financial planning practices in Toledo. He found that people wanted and needed financial advice more than financial salespeople wanted to give or could give. From this point in a new career he discovered that more thorough knowledge of taxes, investments, and law was needed, and so he completed a Masters of Science in Financial Services degree with specialization  in financial planning in 1989 from the American College, Bryn Mawr, PA. Admission to the prestigious Registry of Financial Planning Practitioners, and obtaining the Certified Financial Planner designation were accomplished in 1990. He completed and received a Graduate Certificate in Gerontology at Bowling Green State University in 1992. <br> <br> Chris Cooper is enrolled to practice and represent clients before the Internal Revenue Service. He represents clients in fair hearing processes before the Department of Health and Human Services at the state levels. <br> <br> Chris is a regular guest on WTVG-TV13 Action News' "Ask the Expert" every Monday at noon and a frequent guest columnist for local newspapers and radio stations. He was recently interviewed in the March 28, 1997 edition of the Wall Street Journal and on April 1, 1997 on NBC's Today Show. <br> <br> Chris is an advanced professional member of the National Association of Professional Geriatric Care Managers. He is past president of Luther Home of Mercy, a Lutheran nursing facility. Chris is a member of the Institute of Certified Financial Planners, American Society of CLU & ChFC, National Council on the Aging and is past president of the Toledo Chapter of the International Association for Financial Planning, past president of the Ohio Council of the Alzheimer's Association.</font></td> </tr> <tr> <td width="200" valign="top" align="center"><img src="bin/franb.jpg" alt="Fran McKenzie" WIDTH="175" HEIGHT="218"></td> <td width="400%" valign="top"><font face="Times New Roman" size="2"><strong>Fran McKenzie,</strong> CFS, has been with Chris Cooper & Co. since its inception, and beforehand as Office Manager for Chris' private practice. She has over 8 years experience in brokerage and financial services and is a Registered Representative with Westminster Financial Securities. In addition to this, her credentials include: Notary Public, Financial Paraplanner, Investment Advisor Representative and Certified Fund Specialist. While Fran specializes in bookkeeping and payroll tax consulting, she also doubles as IT Manager and Network Administrator. Currently Fran is majoring in Microcomputer Business Systems and Electronic Publishing at Owens Community College.</font></td> </tr> <tr> <td width="100" valign="top" align="center"><img src="bin/jesse.jpg" alt="Jesse Miller" WIDTH="175" HEIGHT="226"></td> <td width="400%" valign="top"><font face="Times New Roman" size="2"><strong>Jesse Miller</strong> has been an integral part of Chris Cooper & Co. since 1996. He is the company's information services coordinator. Jesse has over 2 years experience in handling client investment/brokerage services. Currently attending Owens Community College, his major concentration of study is Business Administration. Jesse is also a Financial Paraplanner, a title he received in September of 1997.</font></td> </tr> <tr> <td width="100" valign="top" align="center"><img src="bin/tammy.jpg" alt="Tammy Lutts" WIDTH="175" HEIGHT="244"></td> <td width="400%" valign="top"><font face="Times New Roman" size="2"><strong>Tammy Lutts</strong> has been Office Manager of Chris Cooper & Co. since 1995 and has had experience in insurance and brokerage services since 1990. Tammy is an Investment Advisor Representative and Financial Paraplanner as well as Customer Service Manager. She specializes in bill paying and record keeping consulting for both Chris Cooper & Co. and sister company, ElderCare Advocates, a private Geriatric Care Management firm. Working towards a major in accounting, she currently attends Owens Community College as a part time student.</font></td> </tr> <tr> <td width="100" valign="top" align="center"><img src="bin/angie.jpg" alt="Angela Granata" WIDTH="175" HEIGHT="232"></td> <td width="400%"><font face="Times New Roman" size="2"><strong>Angela Granata</strong>, LUTCF, came to Chris Cooper & Co from MFI Investments in 1997 and is currently serving as Associate Financial Planner and Vice President of the company. Angela has over 8 years experience in banking, insurance and brokerage services as well as customer relations and marketing. Angela is an Investment Advisor Representative as well as a Registered Representative of Westminster Financial Securities, Inc. She is currently a student in the Certified Financial Planner licensee program through the College for Financial Planning, Denver, CO and Lourdes College, Sylvania, OH. <br> <br> Angela is active in community development and is Vice President,  Ethics for the Toledo Chapter of the IAFP.</font><br> </td> </tr> </table> </center></div><p align="center"><font size="1">© Copyright AdvisorSites Inc. 1998 All rights reserved.</font></p> <p><a href="f_whoweare.htm" target="_top">Who We Are</a></p> <p><a href="f_whatwedo.htm" target="_top">Financial Services</a></p> <p><a href="f_ourviews.htm" target="_top">Our Views</a></p> <p><a href="f_news.htm" target="_top">Financial News You Use</a></p> <p><a href="f_marketdatabank.htm" target="_top">Market Data Bank</a></p> <p><a href="f_calcsavings.htm" target="_top">Problem Solver</a></p> <p><a href="f_links.htm" target="_top">Links</a></p> <p><a href="f_contactus.htm" target="_top">Contact Us</a></p> <p><a href="h_quotes.htm" target="_top">Stock Quotes</a></p> <p><a href="f_account.htm" target="_top">Check Account</a></p> <p><a href="index.htm" target="_top">Chris Cooper Home</a></p>  <script language="JavaScript">  </script>  </body>