Brook Coop
Relationship Banker at BMO U.S. | Cave Creek, Arizona, United States
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Brook Coop is a seasoned Relationship Banker at BMO U.S., bringing over 15 years of comprehensive experience in mortgage banking and financial services to his role. His expertise spans a broad spectrum of financial solutions, including residential mortgage lending, retirement planning, and insurance strategies. As a Series 65 Registered Investment Advisor Representative, Brook is well-equipped to provide tailored investment advice, ensuring clients’ financial goals are aligned with personalized strategies. His Arizona State Life and Health Producer license further enhances his ability to deliver holistic financial planning, integrating insurance products with investment and lending solutions.
In his current role at BMO U.S., Brook leverages his extensive background in consultative, process-driven sales to build strong, trust-based relationships with clients. He specializes in guiding first-time homebuyers through complex mortgage processes, utilizing his NMLS licensing expertise (NMLS # 275791) to navigate underwriting, loan structuring, and compliance seamlessly. His proficiency in sales management and process selling ensures a smooth client experience, whether advising on 401(k) retirement plans, Social Security optimization, or investment strategies for investors.
Brook’s key projects often focus on developing comprehensive financial plans that incorporate mortgage solutions, retirement savings, and insurance coverage, tailored to each client’s unique needs. His deep understanding of underwriting, combined with his skills in sales process management and financial advising, allows him to identify opportunities for growth and deliver value-driven solutions. Whether working with first-time homebuyers, seasoned investors, or clients seeking retirement income planning, Brook’s expertise ensures they receive expert guidance rooted in industry best practices and a client-centric approach.
Relationship Banker at BMO U.S. in November 2022 to Present
Loan Officer, NMLS # 275791 at Fairway Independent Mortgage Corporation in September 2019 to October 2022
VP, Private Wealth Manager at Dobbins Wealth Management in January 2019 to September 2019
Vice President of Sales at Dobbins Wealth Management in June 2018 to September 2019
Sales & Marketing Consultant at Senior Advisory Group in February 2014 to May 2018
Southwest Regional Mortgage Consultant at First California Mortgage Company in February 2010 to January 2014
AVP, Account Executive at Community Assocation Insurance Services, LLC in July 2008 to February 2010
AVP, Account Executive and Loan Officer at First National Bank of Arizona in March 2003 to June 2008
Graduate at Dale Carnegie Training in January 2008 to January 2008
Director of Sales & Marketing at Grand Destiny Group in November 1999 to February 2003
Account Executive, Sales at International Components Corporation / Unitech Industries in June 1996 to October 1999
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Northern Arizona University, BS, July 1991 to July 1995
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Series 65
Life & Health Insurance Licenses
Investment Advisory Services
Mortgage Lending
Loan Origination
Residential Mortgages
Loans
FHA financing
Underwriting
Banking
Sales Management
VA loans
Credit
Sales
FHA
USDA
Refinance
Finance
Short Sales
Insurance
Funding
REO
Retirement Planning
Sales Process
Life Insurance
Fixed Annuities
401(k) Retirement Savings Plans
First Time Home Buyers
Investors
Certified Mortgage Planning
Social Security
Income Protection
Retirement Plan Consulting
Retirement Income Strategies
Qualified Retirement Plans
Retirement Solutions
Final Expense Planning
Holistic Financial Planning
Mortgage Banking
Fiduciary
Retirement Savings
Customer Relationship Management (CRM)
Relationship Building
Sales Growth
Consultative Sales Management
Sales Process Development
Consultative Selling
Reverse Mortgages
Financial Services
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Discover more about BMO U.S.What is Brook Coop email address?
Email Brook Coop at [email protected], [email protected] and [email protected]. This email is the most updated Brook Coop's email found in 2026.
What is Brook Coop phone number?
Brook Coop phone number is 4806503759.
How to contact Brook Coop?
To contact Brook Coop send an email to [email protected], [email protected] or [email protected]. If you want to call Brook Coop try calling on 4806503759. (updated on May 16, 2025)
What company does Brook Coop work for?
Brook Coop works for BMO U.S.
What is Brook Coop's role at BMO U.S.?
Brook Coop is Relationship Banker
What industry does Brook Coop work in?
Brook Coop works in the Financial Services industry.
Brook Coop Email Addresses
Brook Coop Phone Numbers
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