< Meet the Investment Team

Wealth Advisor

Joshua Cook

Joshua Cook

Wealth Advisor
 

Joshua Cook is a wealth advisor primarily serving the Uintah Basin—Vernal, Roosevelt, Duchesne and Altamont areas.

Josh knows that providing members with honest, straight-forward discussions and simple solutions for their finances, investments and retirement is what sets advisors apart, and it will always be his main focus.

With more than 17 years of experience in various roles within the financial industry, Josh is excited to use his experience to help Mountain America members achieve their financial goals. He is a graduate of Weber State University, where he received his Bachelor of Science in finance and business administration. He holds the following registrations through LPL Financial: FINRA Series 6, 7, 65 securities licenses, as well as a Utah life insurance agent’s license.

Josh is a longtime resident of the Basin. When he’s not working, he enjoys family time, the outdoors, competitive sport shooting, hunting and the many great activities the Basin provides. His wife, Cami, and their three children are excited to continue to make the Basin their home for a long time to come.

Branches Served
Altamont (inside Swasey's)
Duchesne
Roosevelt
Vernal—East Highway 40
Vernal—West Highway 40


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