Rochester Hills based financial advising firm, Stoney Creek Advisors, LLC, welcomes Stephen Cooley to its team of financial experts. Cooley is a licensed investment adviser representative and estate planning professional joining Stoney Creek Advisors in October of this year.
Cooley’s focus is helping his clients achieve their financial goals by coaching them through their financial decisions and providing strategies based upon his clients’ unique risk tolerance.
In addition to being an investment adviser representative, Cooley is a licensed attorney in Michigan, whose work in estate planning led him to expand into financial advising. Stephen’s practice is client-centric, putting the needs of his clients first.
He prides himself on making difficult or nuanced issues easy to understand for his clients. Stephen received his undergraduate degree from the University of Florida, his law degree from Michigan State University, and his MBA from Oakland University.
“We are pleased to welcome Stephen to our team here at Stoney Creek Advisors as we continue to help our clients navigate their financial goals and plan for the future,” said William Waggoner, President & CEO, Stoney Creek Advisors. “We look forward to adding estate planning to our current clients as well as expanding our offerings to the communities we serve.”
Stoney Creek Advisors, LLC is headquartered in Rochester Hills, MI. Stoney Creek’s experts have more than 30 years of experience in the finance industry, partnering with clients to share expertise to help them make decisions today that will pave the way for their best future. For more information, visit www.stoneycreekadvisors.com or call 248-266-2900.