Our Team

Cole chose to work at Eagle Rock because the independent financial planners at the firm have no quotas and no sales goals. Instead, they are dedicated to providing you with financial advice that is in your best interests. Because of this commitment to transparency and striving to do what’s best at all times, Cole doesn’t provide cookie-cutter advice telling you that you must have $1 million+ saved before you retire. It’s not about some magic number, it’s about developing a custom plan and cash-flow analysis to assist in guiding you step-by-step when and how you can retire.

Cole says, “Our financial planning work starts with your goals, time horizon, family dynamics and your risk appetite. While helping you manage risk and volatility with strategies to preserve your wealth, we’ll lay out a roadmap to guide you on how to create a retirement income from your assets. Your plan includes yearly factors for inflation, and perhaps most importantly, helps lay the groundwork now for reducing taxation later.”

After receiving his bachelor’s degree in business, Cole began working as a financial advisor in various positions. He is married, and he enjoys family time, golfing, kite surfing, reading and charity work. Recently he served for nine years as treasurer for the Jubilee Center in Hoboken, New Jersey.