Connie Cook

Client Services
Connie Cook
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As part of the wealth management team, Connie handles a wide variety of tasks for servicing our clients’ needs. Our firm prides itself on offering best-in-class, personalized services and Connie is a key contributor to that for our clients. She strives to strengthen relationships and consistently deliver an excellent client experience.

Connie has an extensive executive administrative, communications, and client-concentric background in a wide range of industries, including REITs, public relations, and marketing. She is highly organized with a proven ability to effectively implement processes and procedures.

Primary Duties at TMD Wealth Management

  • Supports and fulfills client requests and service-related issues
  • Assists with scheduling reviews and meetings
  • Supports team with ad-hoc projects