When it comes to securing top talent and overseeing operational excellence, T.E Wealth couldn’t have a better spokesperson than Connie Cooper. As Vice President of the Consultant group, Connie is charged with creating the kind of collaborative corporate environment where people can succeed and advance. That has certainly been her experience.
In 1995, she joined T.E. Wealth as the Executive Assistant for founder Tim Egan and learned the business from the ground up. With a brief hiatus to care for her young family, she returned to T.E. Wealth in 2003 and created the role of Human Resources Manager to oversee recruiting, compensation, training and development, performance management and health and safety for offices across the country. In this role, she was integral in initiating and developing programs for coaching and professional education.
Recognizing that T.E. Wealth will continue to be defined as leaders in the marketplace by ensuring the quality of its people and practices, Connie is committed to seeing our people thrive within the company’s client-first approach to wealth management.