Sam McElroy & Tad Cook
Partners @financial and @financial investments
Tad Cook is a partner of @financial and @financial Investments, and he is instrumental in its management and daily operations. In addition to his focus on sales and marketing, Tad oversees the cultivation and management of the firm’s investment strategies and portfolio management. Prior to joining @financial, Tad built a professional practice through the Hoopis Group at Northwestern Mutual. Tad is a National Social Security Advisor, certiﬁed by the National Social Security Association, which oversees the certiﬁcation of advisors specializing in Social Security planning. Tad has also spent 23 years in corporate sales and sales management with several consumer product manufacturers and 10 years selling residential real estate in the Chicago area. Tad is a fully-licensed Financial Advisor working in Investments, Retirement Planning, Insurance, College Planning, Business Services, and Estate Planning.
As partner of @financial and @financial investments, Sam has always made every effort to go a step beyond your typical financial advisory firm by utilizing “client focused” discovery, planning, and implementation processes aimed at creating tailored solutions for both businesses and individuals. In addition to traditional planning concepts, Sam has focused on the development of a practical, “natural consequences,” based approach to customizing effective solutions on an individual basis. Sam McElroy graduated from Hampton University, magna cum laude, and holds several financial licenses. In addition to co-founding @financial and @financial Investments, Sam also acts as a business consultant and holds a Doctorate in Psychology. Sam has always placed a large value on community involvement as well as education and has been the recipient of several Humanitarian and Achievement awards. Sam has also contributed research examining social dynamics and methods for optimizing cooperation and efficiency in team, group, and work settings, and is currently exploring unique insights with respect to the psychology of personal finance.
*Associated with Sound Income Strategies as a sub-advisor
@financial is a full-service financial services firm specializing in comprehensive, holistic financial planning and offers a complete line of financial services and products for families and businesses – including retirement planning, college planning, estate planning, business planning, life insurance, annuities, health insurance, property and casualty insurance, long-term care insurance, disability insurance, and investment advisory services.
In addition to managing @ﬁnancial and @ﬁnancial Investments and working with an extensive client base, our leadership team personally coaches, trains, and mentors a network of close to 100 ﬁnancial advisors throughout the country. @financial has been asked to lead adult education classes, workshops, and seminars on a variety of ﬁnancial topics including Social Security planning, investment strategies, retirement planning, risk management, college planning, and estate planning.
@financial is a full-service financial services firm specializing in comprehensive, holistic financial planning and offers a complete line of financial services and products for families and businesses. This website is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this website may include investment-related information or opinions from its editors, you should not consider anything you find in this website to be a recommendation that you buy, sell, hold or otherwise invest in an individual security or any other investment or asset. This website does not intend to provide investment, tax, or legal advice.