Tia Cooley

My focus is to offer a comprehensive approach to managing wealth that begins with listening to a client’s needs. I am driven by my passion for helping others feel financially stable so they can pursue their dreams!

After taking care of my grandmother in her later years as well as her estate after she passed, I realized how unprepared she was. This experience motivated me to want to help others become more prepared for retirement and estate planning. My goal is to educate families so they are prepared for life events and can feel confident about their financial plan.

Most of my career has been spent working in accounting for several different manufacturing companies. Although I thoroughly enjoyed the work, I still felt like something was missing. I wanted to work directly with others and make a difference in their lives. So, I decided to make a transition that allowed me to do that.
I grew up in Benzie County, and my family and I are truly blessed to be able to live in such a beautiful area. We try to enjoy everything Northern Michigan has to offer, from spending time on the lakes and rivers in the summer, to the slopes in the winter. Every season has a new adventure that I am excited to explore with them.

 

Meet the Rest of Our Team

Debbie Craig  CFP®, MBA, CRPS®

Financial Advisor and Founder of Craig Wealth Advisors