Articles

New Additions to the Allegiance Financial Group Advisory Services Team

When it comes to our finances, we often get mixed up in the excitement of what is new and shiny thanks to everchanging technology providing us with constant information and recommendations. Like anything in life, in order to get to where you want to go, you have to first have a plan, in this case, a financial and life plan. Here’s how to prepare for your dream future.

Haley Tolitsky, will be speaking at the North Carolina Dental Society’s 2022 Women’s Summit at The Umstead Hotel and Spa on August 26, 2022. During her presentation, Tolitsky will examine how an once male-dominated field is now rapidly changing allowing more women to realize financial empowerment. She will also discuss finding the balance between work, family life, and personal time and finding the financial confidence to become more financially savvy than their male counterparts.

Cooke Capital, Inc. is pleased to announce that CERTIFIED FINANCIAL PLANNERS™, Charles Cooke and Haley Tolitsky, have earned their Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA). CPFA® demonstrates knowledge, expertise, and commitment to working with retirement plans.

Cooke Capital, Inc. is excited to announce that financial advisors, Charlie Cooke, CFP® and Haley Tolitsky, CFP®, have been invited to be a guest to ring the Closing Bell of the New York Stock Exchange (NYSE) on Friday, May 20, 2022 at 4:00 pm ET.

We are excited to support our dental community as a hole sponsor in the 2020 Golf Challenge by the North Carolina Dental Society Foundation being held in Pinehurst, NC on August 13th - 14th. Updated August 2020: The NCDS raised more than 40 thousand dollars for the NC Dental Society Foundation through this year's Golf Challenge. Proceeds help fund the NC Missions of Mercy (MOM) program and its dental clinics.

We are pleased to be a co-sponsor of the 2020 Cape Fear Dental Study Club. The purpose of this club is to collaborate with local dentists on difficult cases to create ideal treatment plans for patients.

Cooke Capital is honored to help sponsor the NCDSF MOM Clinic for the Piedmont Triad. Due to the COVID-19 risk, the clinic has been rescheduled to a new date: March 19th-20th in 2021.

Cooke Capital was proud to participate in the dental symposium, "Planning for Success: The Business of Dentistry," on September 27, 2019. This event was hosted by Adam Shay, CPA, PLLC and was held in Wilmington, NC.

We are pleased to announce that financial planner Haley Tolitsky has been accepted into Leadership Wilmington's class of 2020.

Cooke Capital is honored to volunteer and help sponsor the NCDSF MOM Clinic for Eastern NC on Friday, August 23, 2019.

We are proud to announce that financial planner, Haley Tolitsky, has passed the CFP® certification examination.

We were proud to support our dental community as a hole sponsor in the 2019 Golf Challenge by the North Carolina Dental Society Foundation.

We were proud to support local charities in Wayne County as a hole sponsor in the 2019 Andy's Foundation Golf Classic.

We are honored to be a Silver Level Sponsor of the 2019 NCDS 163rd Annual Session.

We were proud to help sponsor a hole and celebrate 70 years with Seegars Fence, as it held its annual golf tournament and Friday Night Casino Affairs.

We were proud to support our dental community as a hole sponsor in the 2018 Golf Challenge by the North Carolina Dental Society Foundation.