Cooper Benedict, AWMA®

My interest in wealth management grew from a genuine curiosity about how people make decisions, build financial confidence, and create the lives they want for themselves and their families. That curiosity ultimately led me to Heirloom Wealth Management in 2025, where I’ve been able to learn from experienced professionals and contribute to a team that prioritizes clarity, thoughtful planning, and long-term client relationships. At Heirloom, I’ve seen firsthand how meaningful it can be to help clients organize their financial lives so they can focus on what matters most.

I graduated with a BA from DePauw University, where I also competed on the Men’s Golf Team, serving as the captain of the team. Being a student-athlete taught me that discipline, preparation, and clear communication matter in every arena — whether it’s on the golf course, in the classroom, or in the conversations that guide clients through their financial decisions.

What motivates me in this profession goes beyond market trends or performance metrics. I’m driven by the chance to build trust, solve meaningful problems, and help individuals and families move closer to the futures they envision. As an Associate Advisor, I am committed to continual learning and to serving clients with the clarity, care, and attention their goals deserve. Today, I hold my Series 65 license and the Accredited Wealth Management Advisor™ (AWMA®) designation and I am currently pursuing my CFP® certification.

Originally, I am from St. Louis, where my mom and three younger siblings live, and I always look forward to going back to spend time with them as well as other family members. Outside of the office, I enjoy spending time with friends and being outdoors in my new home state of Colorado — whether I’m golfing, skiing, hiking, or exploring new places.