{"id":1860,"date":"2023-01-23T16:25:06","date_gmt":"2023-01-23T16:25:06","guid":{"rendered":"https:\/\/www.twealthtc.com\/?post_type=oi_team&#038;p=1860"},"modified":"2023-02-15T13:14:39","modified_gmt":"2023-02-15T13:14:39","slug":"jennifer-a-cooke","status":"publish","type":"oi_team","link":"https:\/\/www.twealthtc.com\/team\/jennifer-a-cooke\/","title":{"rendered":"Jennifer A. Cooke<span class=\"title-cred\">, CRPS\u00ae, CPFA, AIF\u00ae<\/span>"},"content":{"rendered":"\n<p>I grew up the middle child in a household that promoted work over education. What I didn\u2019t realize at the time was that I was receiving an education in discipline, work ethic, and integrity by watching my self-employed father navigate the everyday ins and outs of being a small business owner. These principles remain the foundation of everything I do today, both personally and professionally.&nbsp;<\/p>\n\n\n\n<p>My passion for the retirement plan industry began in the mid-nineties while I was employed with MassMutual Financial Group. In their National Accounts Division, I had exposure to the unique and often complex retirement plans being sponsored by some of the nation\u2019s largest unions and companies. While I learned a great deal from this experience, I grew restless after a few years from a desire to be more hands on and impactful. These aspirations lead me to accept a position with the Benefit Consulting Group, a local third party administration firm (TPA). During my tenure at BCG, I sharpened my skillsets in ERISA compliance and plan administration. I also came to the realization that I was happier working with a client base comprised of smaller, local businesses.&nbsp; When BCG was eventually acquired by a mega-sized, national TPA, that prompted me to bring my skillsets to another local financial services firm, Pension &amp; Benefits Associates. As a producing TPA, Pension &amp; Benefits was the best of both worlds. It offered me the opportunity to utilize my ERISA compliance background, while also allowing me to become a licensed financial advisor. Several years later, this evolution opened the door to me becoming the Director of Retirement Plan Consulting for CIG Private Wealth located in Glastonbury, Connecticut. At CIG, I developed processes and procedures, I trained and managed staff, and I supported the growth of the Retirement Plan Consulting division both organically and through acquisition. In 2023 the same entrepreneurial spirit I witnessed as a kid led me to start my own retirement plan consulting practice and form a strategic partnership with the Wealth Transition Collective. This synergy will allow us to offer a broader, more diverse scope of services to our valued clients.&nbsp;<\/p>\n\n\n\n<p>When I\u2019m not at work I try to spend as much time as possible with my three grandchildren: Max, Aurora, and Jameson. I also enjoy relaxing with friends and family at my second home in the North Woods of Maine.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>I grew up the middle child in a household that promoted work over education. What I didn\u2019t realize at the time was that I was receiving an education in discipline, work ethic, and integrity by watching my self-employed father navigate the everyday ins and outs of being a small business owner. These principles remain the [&hellip;]<\/p>\n","protected":false},"featured_media":2094,"menu_order":3,"template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","post_thumbnail_2":0,"team_first_name":"Jennifer","team_last_name":"Cooke","team_title":"Retirement Plan Advisor","team_credentials":"CRPS\u00ae, CPFA, AIF\u00ae","team_phone":"","team_phone_ext":"","team_email":"","team_facebook":"","team_linkedin":"","team_instagram":"","team_twitter":"","team_youtube":"","team_video":"","team_calendar":"","team_external":"","team_brokercheck":"","team_iapd":"","team_riskalyze":"","team_author_id":"","team_vimeo":"","footnotes":""},"oi_team_tag":[],"oi_position":[],"_links":{"self":[{"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/oi_team\/1860"}],"collection":[{"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/oi_team"}],"about":[{"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/types\/oi_team"}],"version-history":[{"count":1,"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/oi_team\/1860\/revisions"}],"predecessor-version":[{"id":1861,"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/oi_team\/1860\/revisions\/1861"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/media\/2094"}],"wp:attachment":[{"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/media?parent=1860"}],"wp:term":[{"taxonomy":"oi_team_tag","embeddable":true,"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/oi_team_tag?post=1860"},{"taxonomy":"oi_position","embeddable":true,"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/oi_position?post=1860"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}