Stephen Cooper

Financial Advisor

Phone: 317-428-4795
E-mail:
 

Steve received his Bachelor of Science in Accounting from Ball State University in 1973, and earned his CPA designation in 1978. Steve spent the next 11 years in public accounting primarily focused on tax and healthcare. In 1984, Steve transitioned from public accounting to the private sector when he joined the finance and accounting department of a major Indianapolis manufacturing firm. For the next 15 years, his career path progressed from Manager of General Accounting to VP, Treasurer. His responsibilities included financial reporting to SEC, budgeting, retirement plan administration, cash flow management, investments, banking relationships, acquisitions, and shareholder relations. During his 26 years of service to his clients in the public and private sector, Steve developed a strong passion for helping people.

In 2000 Steve completed his securities and insurance licensing and joined Matt and Tom Burke as a financial planner. Steve serves as a strategic advisor for executives, business owners, not-for-profit organizations and retirees. In 2004 Steve, Matt & Tom started Resource Planning Group, LLC, which further enhanced Steve's ability to serve his clients and better manage assets while minimizing the impact of risk and taxes.

On the personal side, Steve has been married to Mary Lou for 45 years. They have 4 grown, married children and 15 beautiful grandchildren.

The rapidly growing Cooper family enjoys boating, camping and annual family vacations. Steve is very active in his church having served as an elder, Sunday school class leader, and high school boy's small group leader for several years.

Steve's strengths include his creative problem solving and servant heart. Steve is very committed to his faith, his family and his country.

Email Steve at steve@rpgindy.com