The Team Approach

REGENCY WEALTH MANAGEMENT

A Better Way...

The Team Approach

Sam Cook, President
Sam is a regional speaker on retirement planning, an IRA distribution specialist and an expert on asset protection strategies.

Sam received his Bachelors Degree from Furman University in South Carolina and was on the Dean’s List for educational excellence a number of times. He continued his graduate studies at the University of North Texas. Sam has additionally earned his designation as a Certified Wealth Preservation Planner, CWPP.

He began his financial services career in 1996 with John Hancock, serving the North Texas area. Sam established his own independent financial planning practice in 1998, Regency Wealth Management, to be more objective and offer a wider variety of solutions to his clients.

Sam serves on the board of the Tarrant Baptist Foundation and is an active member of the Asset Protection Society.

Sam and his wife have four children and four grandchildren.

Julie Cook, A Little of Everything
Julie is a licensed insurance agent and works as our client liaison. She is the 'go to gal' for everything: updates, information and special events.

Julie is the mother of four, grandmother of four beautiful grandchildren, accomplished singer, motivational speaker, active in her women's ministry and has been married to Sam for over twenty years.

More of the team...
In addition to our financial advisor and agents, we have legal council, trust attorneys, certified financial planners and CPAs working together to offer the best legal and tax counsel possible. These professionals and associates are brought in on a case by case basis to ensure the best recommendations and most solidly prepared financial roadmap is developed for each of our unique clients.