James Cook, RICP®
Financial Advisor
- Financial Advisor Since 2016
- SmartVestor Pro Since 2017
- Retirement Income Certified Professional® (RICP®) Since 2019
James Cook joined Summit Pointe Financial in 2018 as a financial advisor. A big Dave Ramsey fan, James completed Dave Ramsey’s Financial Coach Master Training back in March of 2018. He is a Dave Ramsey SmartVestor Pro* and holds a designation as an RICP® (Retired Income Certified Professional®).
James’ accomplishments include his time as a volunteer youth group leader, where he helped the same group of boys from their seventh-grade year through their 12th. Professionally, he spent eight years garnering management experience in a growing company before joining Summit Pointe Financial. But James believes his greatest life achievement was getting a California girl to move to Kansas to marry him.
James and his wife, Hiliary, have been married for five years and attend Grace Evangelical Presbyterian Church, where they are active members and enjoy volunteering in the nursery. They have one pup named Charlie.
A native of Lawrence, Kansas, one of James’ favorite pastimes include watching KU (University of Kansas) basketball and football games. But he doesn’t just watch. He enjoys an active lifestyle which also includes playing most sports. A multi-faceted individual, some of James’ other interests include spending time with family and friends, cooking, reading in a coffee shop, and writing.
Enriching the Lives We Touch
Summit Pointe Financial provides personalized, custom plans for our clients. With a combination of financial planning, wealth management, risk management, tax planning, retirement planning and legacy planning, we tailor your plan with a specific set of recommended strategies and tactics to help you achieve your unique financial goals.
Resources from
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Browse through the educational resources on our website to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help businesses and individuals and families with a full spectrum of financial strategies as part of your customized plan. Please feel free to contact us, we would love to speak with you.
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Three locations to serve you
Representatives are associated with specific locations, and availability may vary by office.
2641 N.E. McBaine Drive
Lee’s Summit, MO 64064
8500 W. 110th St Suite 510
Overland Park, KS 66210
3601 SW 29th St Suite 210
Topeka, KS 66614
© 2026 Summit Pointe Financial Group. All rights reserved. Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, Ohio 45242. (877) 663-7267. Investment Advisory Services offered through O.N. Investment Management Company. Summit Pointe Financial does not provide tax advice, but we do coordinate our services and work together with our clients’ tax professionals. Estate planning services provided in conjunction with your licensed legal professional.
