Our Team

Anne Cooper, RFP
Cooper Planning Group, Inc.

Direct: 716.946.8129 
SC Office: 864.962.3039
NY Office: 716.794.3009 ext. 101
Fax: 716.508.1925
Email: Anne@CooperPlanningGroup.com

Locations

SC Office: 412 Woodland Oaks Ct,  Simpsonville, SC 29681

NY Office: 2437 Berg Rd Suite I, West Seneca, NY 14218

 

Anne began her career in the financial services industry in October 1987, was registered in September 1998 and established her sole practice, working with individuals and businesses, in January 2002. She is licensed in the State of NY for Life, Health and Accident insurance, holds Series 6 and 63 Securities licenses and is a Notary Public. Anne is licensed to sell a variety of investment and insurance products. She has the professional designation of Registered Financial Planner (member #849) and has maintained that designation in good standing since 2002.

 

Deborah Gernatt, Benefits Specialist
Cooper Planning Group, Inc.

Direct: 716.998.4045 
NY Office: 716.794.3009 ext. 102
Fax: 716.508.1925
Email: Deb@CooperPlanningGroup.com

Locations

NY Office: 2437 Berg Rd Suite I, West Seneca, NY 14218

 

Deb Gernatt holds a NYS Life/Health/Accident insurance license and is Certified on the NY State of Health. Deb is an Erie County notary and is a certified HR generalist. Deb lives in Springville, NY with her husband, Donald, and two Maltese, Amos & Andy. She has two adult children, Kaitlyn and Derrick.  Deb likes to read, quilt and do water aerobics.