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 

TMD Wealth Management (“TMD”) is a d/b/a of, and investment advisory services are offered through, Kovitz Investment Group Partners, LLC, (“Kovitz”), an investment adviser registered with the United States Securities and Exchange Commission (SEC).  Registration with the SEC or any state securities authority does not imply a certain level of skill or training.  Please click “Disclosures” on our website for additional important disclosures.  Click the following for more information about Kovitz:  www.kovitz.com. ©2024 TMD Wealth Management. All rights reserved.