facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck


Our Team

We provide the collective perspective of a team, rather than just one individual’s advice, in achieving your goals. Your team will be led by a CERTIFIED FINANCIAL PLANNER™ professional, who will coordinate with other professionals in evaluating all aspects of your finances—including CPAs, disability and life insurance specialists, estate attorneys, and practice management consultants. Because we were founded to help dentists achieve financial security, we strive to partner with professionals who also have expertise in the dental industry.


Charles Cooke, CFP® Photo
Read Bio

Charles Cooke, CFP®

President

Charles Cooke, CFP®  

President


Phone: 919-417-7005

Since Charlie was a young boy, he always had an affinity for becoming a Tarheel. Both of his parents studied at the University of North Carolina at Chapel Hill, so he grew up knowing one day he would follow in their footsteps. He admired them both, but in particular his father, who is now a retired periodontist after four decades. Initially, Charlie planned to become a dentist himself. He soon realized that he found the business classes at his parent’s alma mater far more fascinating than chemistry. He decided he could better serve the dentistry community as a financial advisor.

Before starting Cooke Capital in 2006, Charlie launched his financial career in New York with CF Global (formally known as TIR Securities) as an equity trader. After his days on the desk, he moved back to the Carolinas, with a tenure in Charlotte at Wachovia Securities (now Wells Fargo Securities) and then to Raleigh at Stern Agee.

Today, as Cooke Capital founder and wealth manager, he draws on his experience, education, and sincere concern for clients to provide comprehensive wealth management to dentists, business owners, entrepreneurs, individuals and families. His consultative approach to wealth management helps him and his team gain a deep understanding of clients’ goals and values, and provide customized financial and investment recommendations to help them achieve their objectives. Charlie finds it gratifying to know that he is setting people up for success. Indeed, he takes it personally. Their well-being is his mission.

Charlie and his family reside in Wilmington with an adventurous yellow lab named Delta, who loves to swim in any morsel of water she can find. Charlie himself is an avid fisherman who proudly caught his first blue marlin over Memorial Day weekend in 2018. He enjoys spending as much time outdoors as possible, probably due to his Eagle Scout background, and is known for his high-energy personality and love for golfing, hunting, traveling, paddle boarding and grilling out. He still has an affinity for his Tarheels.

Education and Certifications

  • B.A., Economics, University of North Carolina at Chapel Hill
  • CFP® Designation, Certified Financial Planner Board of Standards Inc.
  • Series 7, 63, and 66 licenses

Memberships and Community Involvement

  • Volunteer, Boys and Girls Club
  • Volunteer, Boy Scouts of America
  • Member, Military Affairs Committee, Seymour Johnson Air Force Base in Goldsboro

Matthew D. Vaughan Photo
Read Bio

Matthew D. Vaughan

Financial Planner

Matthew D. Vaughan

Financial Planner


  Phone: 919-395-6607

Growing up on a family farm in Eastern North Carolina, Matthew Vaughan saw firsthand the struggle of a community that lacked the resources to navigate complex financial decisions. Now, as a financial advisor with Cooke Capital, Matthew is ardent about helping people of all backgrounds and ages achieve their financial goals. He thrives on replacing stress and uncertainty with clarity and confidence for each of our clients.

A graduate of the University of North Carolina-Chapel Hill, Matthew began his financial services career in 2005, working for Capital Investment Cos. in Raleigh. There, he started on the stock trading floor and spent his last several years at the firm working with individual investors in the business and estate planning division. At Cooke Capital, he sees himself as a coach, helping individuals, business owners, and families achieve their financial goals and plans.

Matthew lives in Goldsboro with his family. He enjoys traveling, especially to visit his mother’s family in South Africa, and working the North Carolina farm that has been in his family for five generations. He is an avid reader, especially of historical novels, and a loyal fan of UNC basketball. 

Education and Certifications
  • Bachelor of Arts, History, University of North Carolina at Chapel Hill 
  • Carolina Business Institute, UNC-Chapel Hill Kenan-Flagler Business School
  • Series 7, 26, 63, and 66 Securities Licenses
  • North Carolina Insurance License
Memberships and Community Involvement
  • Alumni Board Member, Phi Gamma Delta, UNC Chapter
  • Raleigh Committee Member, Ducks Unlimited


Haley Tolitsky Photo
Read Bio

Haley Tolitsky

Financial Planner

Haley Tolitsky

Financial Planner

  Phone: 910-515-0161

Haley encountered a real-world experience in financial planning shortly after she moved to North Carolina in 2018. She arrived ready to begin working with our firm, only to be greeted by Hurricane Florence two days later. Having survived the hurricane and a weeklong evacuation to the mountains, Haley said she realized just how important it is to establish an emergency savings fund—a lesson she is happy to share with our clients.

As an associate financial planner, Haley helps provide comprehensive financial planning and investment management to our clients. Among her duties, she attends client reviews, develops recommendations, structures portfolios, and onboards new clients. She loves the opportunity to make a positive change in people’s lives and particularly the ability to empower women to take charge of their financial lives. She also is leading the Next Gen strategy at Cooke Capital, coupling education and strong communication as her approach to improve engagement levels with the next generation.

Dance is another passion of Haley’s; she was an NBA semiprofessional dancer and choreographer for two years and has also coached a high school varsity dance team. Currently, she is a professional cheerleader for the Hunnies Cheerleaders, the official professional dance team for the NC Triangle Area. These roles exemplify her confidence, preparedness and how she sets the vision and tone for being a leader.

More than anything, having a direct, positive impact is a passion of Haley’s. She is currently on the board of the Financial Planning Association of the Triangle as the Director of Communications, working to improve membership engagement digitally. Her volunteer experience also includes serving as a refugee mentor through Bethany Christian Services. A Michigan native, she is a lover of warm climates and studied abroad in Costa Rica, becoming proficient in Spanish. She is now looking forward to becoming familiar with the Carolina beaches.

Education and Certifications
  • Bachelor of Business Administration with Honors, Finance, Grand Valley State University 
  • Series 7, Series 66, Life and Health Insurance Licenses
  • Pursuing CFP® Designation
Memberships and Community Involvement  
  • Financial Planning Association, Director of Communications
  • Port City Young Professionals 
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Women in Insurance and Financial Services
  • Delta Sigma Pi (Professional Business Fraternity)
  • Beta Gamma Sigma (Business Honors Society)
Kay Bragg Photo
Read Bio

Kay Bragg

Registered Sales Assistant

Kay Bragg

Registered Sales Assistant

 Phone: 919-580-3177

Kay entered into the financial services industry because she wanted a challenge. Twenty years later, she has more than proven she is up to any challenge the industry can deliver and is truly the gold key to our Goldsboro office. Here, Kay oversees all aspects of our client services, combining experience and empathy in helping our clients.

A registered sales assistant, Kay has a career that spans more than 20 years. She began as a wire operator, assisting multiple financial advisors, and started working with us more than 12 years ago. She has found the right fit in client services, as she finds the long-term relationships she builds with our clients the most gratifying aspect of her work.

A Goldsboro resident, Kay relishes her time with her husband, children, and grandchildren. She is a veteran skydiver—which she states was quite addicting—who now delights in painting landscapes and surf fishing.

Education and Certifications
  • Accounting/Bookkeeping, Mount Hood Community College
  • Accounting/Bookkeeping, Wayne Community College
  • Series 7 and 63 Securities Licenses
Amanda Reed Photo
Read Bio

Amanda Reed

Sales Assistant

Amanda Reed

Sales Assistant


 Phone: 919-580-3177

Amanda greatly enhanced our firm when she joined the Cooke Capital family nine years ago. Hers is the friendly face that greets you when you arrive at our Goldsboro office. One of the aspects of her job that she enjoys the most and excels in is preparing and completing paperwork. She admits it may sound strange, but her pleasure in the task has been a benefit to our clients and our firm. Since moving to North Carolina in 2009, she has helped make our client operations efficient and seamless.

Being a native of Vermont, Amanda earned her associate’s degree in baking and pastry from Johnson & Wales University in Providence, R.I. The organizational skills that she developed through her previous experience working in five-star restaurants has enhanced her performance in the financial industry.

An avid New England Patriots fan, Amanda enjoys football, attending sporting events, traveling, and camping with her husband, son, and daughter. If you need a good recipe, then ask the baker, because she is sure not to disappoint.

Education and Certifications
  • Associate of Arts, Baking & Pastry, Johnson & Wales University