Childproofing Your Retirement
From the moment your children are born, there are costs associated with raising them. The diapers, the clothes, the food, the toys — the list goes on. And the costs…
retirement savings
From the moment your children are born, there are costs associated with raising them. The diapers, the clothes, the food, the toys — the list goes on. And the costs…
Laura Miller is the Direct of Client Services at our Cooper Financial Group, LLC Oro Valley and Green Valley locations. Laura has spent the last 30 years working in public education as a 6th grade teacher. She is excited to join the Cornerstone team and looks forward to building positive relationships with all clients. Laura is a family-oriented person who takes pride in meeting new people. Laura and her husband have two college aged children who are both pursuing careers in engineering. She likes to spend her spare time reading, cooking, and playing competitive pickleball.
Kaylor Cox is the Director of Marketing & Events at our Cooper Financial Group, LLC Oro Valley and Green Valley locations. Kaylor is the daughter of Chris and Beth Cox, and works remotely out of Nashville, TN, to ensure that all marketing efforts and events run as smoothly as possible.
Kaylor enjoys working with her family and feels as though they are able to make a difference in clients’ lives by being genuine and authentic. In her free time, Kaylor enjoys singing and playing music, being with her two dogs and cat, and tending to over 100 plants in her home and garden.
Beth Cox is the Office Manager at our Cooper Financial Group, LLC Oro Valley and Green Valley locations. Beth ensures the offices run smoothly and efficiently on a daily basis, and helps maintain Cooper as a warm and inviting place for all. Beth is passionate about helping people protect their hard-earned money and is dedicated to keeping Cooper a company of integrity.
Outside of the office, Beth loves reading, music, and organizing. She’s very proud of her husband Chris, and their two children. Daily, Beth can be seen walking their two dogs, Oliver and Jax, along the beautiful Oro Valley mountains.
Hi! My name is Ryan Jackson. I am a Financial Professional with Cooper Financial Group, LLC. I am a graduate of Grand Canyon University with a Bachelor of Science in Marketing. I played baseball growing up and into college where I transitioned into a lacrosse player. Through my years of sports, I realized the value of teamwork. I spent the first 13 years of my career as a wine and liquor sales representative serving all types of customers. I also worked in the restaurant industry as a server for many years. I am an avid outdoorsman, love spending my time hunting, and traveling with my wife. I am always looking forward to the next adventure. At a very young age, I was taught the importance of money/finance management by my grandfather who was in the banking industry. He always told me, “You must pay yourself first because no one else is going to save for you.”
I never realized how influential that would be until I met my mentors Brad Cooper and Chris Cox. They have taken me under their wing and taught me the business model of Holistic Financial Management. In my opinion there is no better way to manage a client portfolio. I strongly believe in educating clients and helping each client understand investment choices to best suit their current and future financial goals. My goal is that through a strategic holistic financial plan all clients can understand and reach all their personalized retirement/investment goals.
Chris Cox is the Managing Director at our Cooper Financial Group, LLC Oro Valley and Green Valley locations. Chris has been in the financial services industry since 1995, where he began his career in the life insurance industry with Franklin Life Insurance Company. In 2002 he became an independent financial professional and shifted his focus to retirees and pre-retirees. Chris has worked diligently to serve his clients in the various areas of retirement income planning, risk management strategies, tax efficiency, and legacy planning or wealth transfer solutions.
Throughout his 30 years in the industry, Chris has learned the value of building lifelong relationships with people who want to be treated as individuals, rather than just numbers. He recognizes that everyone has a story, and every story matters. Whether it be providing peace of mind through financial means, or simply being a trusted resource to improve other areas of life, Chris will always honor the opportunity to make a positive impact in the lives of others.
Margaret Cooper Roberts, the youngest daughter of Brad Cooper, joined the team in fall of 2024. Margaret graduated from Gilbert Christian High School in Gilbert, AZ and attended Union University in Jackson, TN for two years, where she was a member of the Kappa Delta sorority. Her studies were focused on Art and Graphic Design. Margaret’s strengths include solution-based problem solving, creative “out of the box” thinking, computer graphics, and focusing on new and improved strategies for the team.
Margaret got married in the Fall of 2022 to her husband, Tristan Roberts. She shares her home with her fur babies, named Cosmo, Astro, and Taiko, her three adorable cats. Margaret enjoys puzzles, video games, and horses. She also shares a love of shopping with her mom and sister. Margaret loves to bake fresh bread in her spare time, a hobby that her family does not mind at all!
With over 10 years of experience in the financial services industry, Lindsey has developed a deep understanding of the complex landscape of finance. In addition to being licensed in insurance, Lindsey holds a bachelor’s degree in mass communications, specializing in Advertising and Marketing, which has proven invaluable in building strong relationships and clearly communicating complex financial concepts. She genuinely cares about making a positive impact on the lives of others.
When Lindsey is not working, she is at home with her wonderful spouse and their adorable baby girl, who bring so much joy and perspective to her life. Lindsey is a firm believer that balancing family and career is key to living a fulfilled life, and she strives to bring that same balance into everything she does. Lindsey also enjoys reading, scary movies, planning parties, and traveling.
Grace is the Administrator of Client Services at Cooper Financial Investments, LLC, where she is dedicated to providing exceptional service to clients. She holds a degree in Business Management from Biola University and brings a strong background in organizational and client-focused work. In January 2024, Grace married her husband Jacob, and together, they enjoy life with their dog Milo. They are also excited about growing their family in the near future. Outside of work, she loves spending time with family and friends, as well as traveling to new destinations. A self-proclaimed beach lover, Grace finds peace and inspiration in coastal settings. Passionate about her role, she strives to ensure every client receives the best experience and service possible.
Shelly was born and raised in a small community in Missouri. She met the love of her life at the young age of 15. Brad Cooper was her high school sweetheart and they were married in 1991. Shelly attended the University of Missouri (Go, Tigers!) and was awarded her diploma with a degree in Political Science. She went on to use that knowledge as she worked on Capitol Hill in Washington D.C. for the Senate Committee for Commerce, Science and Transportation. Shelly and Brad started Cooper Financial Group, LLC over 30 years ago and have worked tirelessly to reach a standard of excellence for their clients. Over 5 years ago, they moved their business to Arizona. It was the best decision they have ever made.
Recently, after being a stay-at-home mom for almost 15 years, Shelly returned to the office to work in the Client Relations area. She loves serving in this capacity. Shelly and her husband, Brad, have two beautiful daughters Grace and Maggie. They share their home with their sweet dog, Biscuit. In her spare time, Shelly loves to read, travel, shop, cook, entertain, and of course spend time with her family. She also loves being involved with her church.
My name is Jose Rodriguez a Financial Advisor with Cooper Financial Investments, LLC. My financial services career started in 2019 in Cleveland, Ohio where I fell in love with educating clients on how to achieve their personal financial goals.
After being in the industry for several years, I realized that the best opportunity to serve my clients was by building genuine relationships. Each client and their story is unique and personal. Therefore, each path to meeting their financial goals will be unique. I’m able to achieve this at Cooper Financial by actively listening to and learning about our clients and their needs.
We build lifetime relationships and give strategic wholistic planning options. Serving others and helping them achieve their goals is my commitment.
I graduated from Arizona State University with a Bachelor of Arts and Science in Economics with a minor in Data Analytics. I am an endlessly curious person and love to learn new things. If I’m not learning about a new hobby or working out, I am most likely cooking something interesting for my girlfriend. I’m a proud father of two dogs and a ball python: Chester, Stella, Echo.
I’ll never forget the day I learned about money. I was a Police Officer, and a friend introduced me to what I now call: “Commonsense Money Principles.” You’d think I’d have been excited learning about how to manage money, but I wasn’t – I was angry.
I had all these questions flying around in my mind like:
“Why didn’t I learn this in school?”
“Shouldn’t our education system care about teaching financial principles?”
I came from a modest background, where people worked hard, and you married your high school sweetheart. I couldn’t stop thinking, “Someone needs to teach the average American how simple financial planning can be.” Turns out, God was calling ME to be that “someone.” So, I shifted careers and vowed to educate people on how simple financial planning can change their life.
For the first part of my career, the company I worked for was more focused on managing money than on education, so I kept feeling like I was not living up to part of my vow. That changed in 2006, when my brother Bruce died suddenly of a heart attack at age… 49. He was newly married and had diligently saved all his life so he could retire at 60 to “enjoy his life.” In my grief I thought, “Bruce sacrificed to reach his retirement goals; he planned and planned and planned— but he never actually lived his life.” I wondered, “What was the use of all that planning if he never enjoyed the fruits of his labor?” This realization weighed heavy on me. I immediately thought, “I want to teach people how to plan for the future while also living for today.” But to do that, I need to become a different kind of advisor. So, I started a full-service financial planning firm, centered on education. Soon after, I saw that no matter how much money people have, they are torn the way my brother was, between planning and living. But with the right guide and a bit of education it doesn’t have to be that way.That’s why for the past 16 years… I’ve created financial plans that not only provide my clients with guaranteed income for life…
But also, ample education… So, my clients will never again be so terrified of spending money that they never actually live their life. Nothing fulfills me more than seeing the relief and excitement on my clients’ face when they realize, “Wow, we really can have both.”
This is why I do what I do. And if we decide to work together, I’d love to show you how you can have both too.