OUR SERVICE PROMISE
real, accessible guidance
The last thing you want when you need questions answered is an 800 number. Whether you need help with retirement planning, wealth management, or insurance, you always have direct access and one-on-one support with a CERTIFIED FINANCIAL PLANNER™ professional.
Education and Certifications
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B.A., Economics, University of North Carolina at Chapel Hill
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CFP® Designation, Certified Financial Planner Board of Standards Inc.
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CFPA® Designation, Certified Plan Fiduciary Advisor
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Series 7, 63, and 66 licenses
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Charles Cooke, CFP®, CPFA®
President
ccooke@afgas.net | 919.417.7005
Charlie is a seasoned financial professional and partner at AFGAS, specializing in comprehensive wealth management for a diverse clientele. With a career spanning over two decades, he has honed his skills. He strives to deliver exceptional service to dentists, business owners, entrepreneurs, individuals, and families.
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Before establishing Cooke Capital in 2006, Charlie kickstarted his financial journey in New York as an equity trader at CF Global (formerly known as TIR Securities). Seeking new opportunities, he returned to the Carolinas and gained valuable experience at Wachovia Securities (now Wells Fargo Securities) in Charlotte and Stern Agee in Raleigh.
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At AFGAS, Charlie embraces a consultative approach to wealth management, striving to deeply understand his client’s goals, values, and aspirations. This enables him and his team to provide personalized financial and investment recommendations tailored to each client's unique circumstances.
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Outside of his professional endeavors, Charlie cherishes his time with his wife, Natalie, and their son, Banks, making their home in Wilmington, NC. Drawing on his Eagle Scout background, he nurtures his love for the outdoors, and you'll often find him engaged in activities like golfing, hunting, traveling, paddle boarding, and grilling out. Charlie also maintains a deep-rooted affinity for his beloved Tarheels, keeping his connection to his alma mater alive.
With the Dental 401(k) plan, your administrative and fiduciary responsibilities are handled by knowledgeable professionals. By combining decades of experience, you benefit from a powerful, deep support bench with one central leader.
Buckingham Retirement Solutions
selects the investment options customized to suit each plan.
Newport Group
provides the administration and custody services for each plan.
Allegiance Financial Group Advisory Services
is your direct contact and liaison to these powerful service providers; we work directly with you and your employees to get the most out of the Dental 401(k).
Education and Certifications
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B.B.A., Finance, Grand Valley State University, Honors College
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CERTIFIED FINANCIAL PLANNER™ Certification, Certified Financial Planner Board of Standards Inc.
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Certified Plan Fiduciary Advisor® Certification, National Association of Plan Advisors
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Series 7, 66, and Life and Health Insurance Licenses
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Haley Tolitsky, CFP®, CPFA®
Financial Planner & Integrator
haley@afgas.net | 703.272.4188
After graduating cum laude from Grand Valley State University in Michigan in 2018, Haley fearlessly embraced new horizons by moving to North Carolina to join our firm (formerly Cooke Capital), quickly ascending to a leadership role within our financial planning division. As the head of the division, Haley strives to deliver an exceptional experience for our valued clients while overseeing the delivery of our financial planning services.
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Driven by a passion for financial empowerment, particularly for women and the next generation, Haley is dedicated to guiding individuals on the path to taking control of their financial lives. She thrives on educating and motivating clients, empowering them to live their most fulfilled lives with confidence and clarity. Additionally, Haley finds great fulfillment in assisting small business owners in developing comprehensive retirement plans and providing financial education to employees.
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Haley's dedication to her profession has not gone unnoticed. She has been recognized as a valuable contributor to publications, such as the North Carolina Dental Gazette and TheStreet, solidifying her reputation in the field. Moreover, Haley's insights have been featured on prominent news outlets, including CNBC, InvestmentNews, and Money. Ever passionate about fostering the growth of females in finance, Haley mentors aspiring financial planners through the CFP Board and Invest in Girls. Recognizing the need for greater support and collaboration, she spearheaded the establishment of the Women's Initiative Group for the Financial Planning Association of the Triangle, where she currently serves as the Communications Director, actively driving positive change within the industry.
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When she's not helping clients fulfill their financial goals, Haley can be found enjoying the scenic beauty of Carolina Beach with her fiancée, Ryan, and their cherished rabbits, Squirt and Ocean. She values her time spent in the local community and actively volunteers with Island Women. Haley values the importance of balance and rejuvenation, whether it involves basking in the sun-kissed shores, pushing her limits at the gym, or traveling on exciting journeys to new destinations.
Education and Certifications
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Retirement Industry Trust Association (RITA) Certification
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Series 65 License (Pending)
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Keisha Franzen
Associate Retirement Plan Specialist
kfranzen@afgas.net | 720.822.5052
Keisha started in financial services in 2016. Throughout her career, she has honed her expertise in retirement services, handling every aspect of it with diligence. With a commitment to providing exceptional customer service, Keisha has dedicated herself to helping ensure that your journey towards retirement is as seamless as possible. As a full-service point of contact, she plays a crucial role in enhancing your retirement experience. Keisha is driven by her passion for educating and sharing knowledge about retirement planning, catering to both 401(k) participants and employers.
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In pursuit of new opportunities, Keisha recently relocated from Colorado to Central Southwest Florida. Accompanied by her partner, Jet, and their lovable English Bulldog named "Mr. Bebop," Keisha is embracing this new chapter with open arms. Outside of her professional endeavors, Keisha leads an adventurous life. She is an avid skydiver, actively involved with the empowering group called Sisters in Skydiving (SIS). Apart from soaring through the skies, Keisha's interests also include traveling, attending live music and comedy performances, exploring new cuisines and cultures, and cherishing quality time with her family in Nebraska. As she settles into her new community, Keisha eagerly anticipates engaging in local activities and exploring the pristine beaches that Florida has to offer.