Implementation Team: Heritage Financial, LLC Trusted Advisors

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Implementation Team

Staff:
Mark G. Cooke, Trusted Advisor, CEO
J. Robert Moon, Trusted Advisor, COO
David K. Morton, Trusted Advisor
Cynthia A. Cooke, Administrative Manager
Jane Elliott, Client Services Specialist
Gnoshi Moon, Director of Employee Morale and Cruise Director (Retired)

Mark G. Cooke, CLTC

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, Iowa, Maryland, New Jersey, New York, Florida, Texas, Virginia, Washington, and West Virginia and has passed the following security exams:

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 first hand 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, Illinois, and the District of Columbia. He has passed the following exams:

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, MBA, CLTC

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.

"He also has successfully achieved securities licenses through completing the following:

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

Dave and his wife Jurdana live in Washington DC.

Cynthia A. Cooke, Administrative Manager

Cyndi is our newest team member addition. With 32 years of experience as a detailed oriented Registered Nurse, she 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 Elliott, 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.

Gnoshi Moon, Director of Employee Morale and
Cruise Director (Retired)

The office mascot, Gnoshi, can frequently be found snoozing in the corner of Bob’s office or greeting clients with a wagging tail, reminding all of us to take life a little easier, be kind to strangers, and always be ready for a walk and a snack. Gnoshi resides with her master parents, Bob and Benji a short walk from the office.

Securities & Investment Advisory Services
Offered Through H. Beck, Inc. Member, FINRA/SIPC
H. Beck, Inc. and Heritage Financial, LLC are not affiliated.

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