Our Team

Mark G. Cooke

Mark started his career in financial services in the summer of 2001 after deciding to find a career where he could make a real difference in peoples’ lives. Mark holds licenses in Life and Health Insurance in Virginia and Florida. He is specifically licensed for securities in the District of Columbia, Maryland, New Jersey, Florida, Texas, Virginia, West Virginia, and California and has passed the following security exams:

FINRA Series 6, Investment Company Products/Variable Life Contracts Representative
FINRA Series 7, General Securities Representative
FINRA Series 63, Uniform Securities Agent State Law
NASSA Series 65 Uniform Investment Advisor Law

Mark has a master’s degree in trumpet performance and has played professionally for several military bands, symphonic orchestras and brass quintets. Having completed his Masters of Church Music in 1981, he served for over 15 years as an ordained minister overseeing music ministries in churches in West Virginia, Virginia and Maryland.

Mark lives in Manassas, VA, with his wife, Cyndi, two sons and two step-daughters.

J. Robert Moon

DMin, MBA

For more than 30 years, Robert (Bob) provided executive leadership to businesses and organizations helping them to make smart choices about their money. After watching firsthand Bob’s skills, Mark invited Bob to be a member of his team in 2006. Bob brings his expertise in business strategy and financial planning to serve the baby boomers regarding retirement and other financial issues. Bob is licensed in Life and Health Insurance in Virginia, Florida, and the District of Columbia. He has passed the following exams:

FINRA Series 6, Investment Company Products/Variable Life Contracts Representative
FINRA Series 7, General Securities Representative
FINRA Series 63, Uniform Securities Agent State Law
NASSA Series 65 Uniform Investment Advisor Law

He is specifically licensed for securities in Virginia, District of Columbia, Maryland, Illinois, and Pennsylvania.

Bob’s extensive education includes a master in divinity, a doctorate in ministry, and a master in business administration with specific focus on healthcare. For more than 16 years, he served churches in Georgia and South Florida as senior pastor and currently serves as interim or guest pastor in area churches.

Bob and his wife, Benjalyn, reside in Heritage Hunt.

David K. Morton III

In 1990, Dave left the comforts of his home in sunny Hawaii to attend American University in Washington DC. After graduating with a degree in Business Administration focused on international finance, he held management positions at Dow Jones, NBC Internet and Global Securities Information. In 2004, Dave earned his MBA with a concentration in finance and investments at George Washington University.

His extensive work experience analyzing and reporting on publicly traded companies, as well as building an online financial news start-up that was eventually acquired, led Dave to seek a career in financial services.

Dave has successfully achieved securities licenses through completing the following:

FINRA Series 6, Investment Company Products/Variable Life Contracts Representative
FINRA Series 63 Uniform Securities Agent State Law Examination
NASSA Series 65 Uniform Investment Adviser Law Examination.

He holds state specific securities licenses for Washington DC, Virginia, Maryland, Washington State, and Hawaii. He has passed the CLTC Exam by The Corporation for Long-Term Care Certification.

Dave and his wife Jurdana live in Washington DC.

Elizabeth L. Clark

Client Account Manager

Elizabeth started her career in the healthcare industry in various capacities. She then entered an Agent-In-Training program for an all-lines insurance carrier in Kansas. Following the completion of the training program, she owned and operated an insurance agency in Wichita, Kansas for several years. Along the way, Elizabeth discovered she enjoyed the investment environment of variable products. After closing her agency, she moved back to Virginia to be near family and to return to this gorgeous state of mountains, oceans, and lots of trees.

Elizabeth joins Heritage Financial, LLC with extensive experience in operational functionality and an efficiency-focused approach to exceeding client expectations. Elizabeth and her daughter live in Nokesville, VA.

Cynthia A. Cooke

Administrative Manager

With 32 years of experience as a detailed oriented Registered Nurse, Cyndi works alongside the advisors and focuses on the procedures that deliver the quality and consistent services our clients have come to expect. She is the wife of our CEO, Mark Cooke.

Jane Elliot

Client Service Specialist

Jane joins Heritage Financial after 15 years as an airline customer service professional. She brings with her a commitment to offer excellent customer service to our valued clients. Jane and her husband, Pat, reside in Haymarket.