…John! This one is of the Cooney variety (Thankfully – one Noonan is enough). Please help us welcome Great Oak’s newest family member, John Cooney, CFP®.

Having grown from a $50 million dollar firm in our humble beginnings to now over $300 million, work is aplenty. Lucky for us, John can handle twice the workload, as he’s not only a financial planning wizard but also a tax extraordinaire. Along with Mark, our other dual threat, we’ve doubled the number of tax professionals, which we suppose now makes it a tax department. Cool.

Most impressively, John is an Army veteran, West Point grad, and current Army reservist. People like him make Great Oak, and just about everything else, possible.

If you call the office or pop in to visit, hopefully you can meet him. He’ll be the guy with the checkered or plaid shirt. Not sure he owns anything else. Otherwise, get to know him below. We’ve asked him to answer the same questions about himself as we did on our website. Maybe you’ll find something in common.

Cheers,

Your (now bigger) Great Oak Team

Getting to Know John Cooney

(For fun, we changed one of his answers. Let us know which you think it is.)

FAVORITE FOOD:

Ribs

FAVORITE QUOTE:

“Action is the enemy of worry” -fortune cookie

FAVORITE HOLIDAY:

Thanksgiving

FAVORITE MOVIE:

Scrooged

HIDDEN TALENT:

Unicycling

IF JOHN COULD MEET ANYONE, PAST OR PRESENT, IT WOULD BE:

His grandfather

WHAT MOTIVATES JOHN:

Accomplishing goals

PLACE JOHN WOULD MOST LIKE TO VISIT:

Ireland – been once, but want to go back with the family

SOMETHING ON JOHN’S BUCKET LIST:

Visiting every MLB Ballpark

BIGGEST ACCOMPLISHMENT TO DATE:

Being a father to twin boys