Alan Cook, CPFA^®

Alan Cook, CPFA®, is a Financial Advisor at Covenant Trust. He joined the organization in August 2025 and serves clients at Covenant Living of Inverness and in the five-state region of Oklahoma, Texas, Arkansas, Louisiana, and New Mexico.

Alan is a dedicated financial advisor committed to providing exceptional client care, helping them to steward their resources wisely by aligning financial strategies with their values and long-term goals. He provides purpose-driven financial guidance, crafting holistic strategies that include investment management, retirement planning, and income solutions.

Before joining Covenant Trust, Alan worked as an independent financial advisor with Guide Wealth Partners, LLC, where he specialized in company retirement plans and client financial education. Before that, Alan worked in the insurance industry, building up a client-centric insurance agency rooted in ethical advising and personalized service, helping clients to align insurance solutions with their broader financial planning goals. He gained leadership and operational experience skills as a Branch Rental Manager with Penske Truck Leasing.

Alan earned his Bachelor of Science in business administration from Oklahoma State University. A Tulsa native, Alan lives in Owasso with his wife Molly and daughter Ava. Outside of work, he enjoys serving his community, supporting charitable initiatives, and spending quality time with his family.