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Thomas Cook (CFP®, EA)

Thomas Cook focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

People come to me because they have tax and retirement questions. The math is easy, but the decisions are nuanced. When making money decisions, we need to view through the lens of why money is important to you. I'll help you align your resources (time & money) with what's important to you. That's how you maximize life, which has a better ROI than maximizing returns. Please don't misunderstand; I work hard to help you maximize your after-tax spendable dollar and minimize taxes to add more value to you than the cost of my fee. However, I don't want to miss the mark on your unique situation and priorities. After all, money is simply a tool or a medium to accomplish what is important to you. So, I would like to ask you. Why is money important to you? How are you going to use it with the time you have left?

Additional Information

Thomas is on the Board of the Financial Planning Association of East Tennessee as the Director of Pro Bono Financial Planning, and is a volunteer tax preparer through the IRS Volunteer Income Tax Assistance (VITA) program. He teaches Personal Finance at the University of Tennessee - Knoxville. He served a Christian mission in Colombia, South America for two years and is fluent in Spanish. He currently volunteers in the youth program of his church. In his free time, he enjoys an active lifestyle with his wife and two sons, playing strategy games and pickleball. He is a proud sponsor of the Tellico Village Pickleball Club.

NAPFA Start Date

January 04, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

110 Center Park Dr Suite 102 Knoxville, TN 37922 Phone: +1 (865) 240-0320
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