Archives: Team Members
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Liz Winkle
Liz looks out for every last detail of your finances, working with you and your advisor to keep everyone on the same page.
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Kelly Stanley
In addition to being a Partner at Cogent, Kelly is among a small percentage of women accredited as CERTIFIED FINANCIAL PLANNER™ professionals.
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Michael J. Evans
An entrepreneur at heart, Michael knows the mindset you need to create wealth is very different from the one you need to preserve it.
Success should be a reward - not an obstacle
Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.