Our Service Team

Nicole Cook, QKA, QPA
Director, Private Client Group &  Retirement Services

Nicole Cook, QPA, QKA is the Relationship Manager for the Private Client Group and Retirement Plan Clients of Dorman Legacy Advisors. As a Relationship Manager, Nicole works with Dorman Legacy Advisors providing exit planning support, financial account reviews and ongoing client service.

Nicole offers 20 years of qualified retirement plan experience as a Qualified Pension Administrator (QPA) & Qualified 401(k) Administrator (QKA).  She provides plan support and design assistance, plan coordination, vendor selection assistance and employee communication & education on retirement plans.  Nicole is a member of American Society of Pension Professionals & Actuaries (ASPPA).

Nicole currently holds a Series 6 (Investment Company Products/Variable Contracts Limited Representative) registration.  Nicole resides in Medina, Ohio. 

Nicole Cook is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. (www.sipc.org) Supervisory Office: 2012 W. 25th Street, Suite 900, Cleveland, OH 44113. 216-621-5680. Dorman Legacy Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.