Our Team

Mellberg Wealth Management President Paul Crooks

Paul Crooks, President

Paul has a passion for helping people in and nearing retirement to have certainty and confidence with their financial decisions. Paul graduated from Iowa State University and has worked for highly respected companies such as Apple Computer and Frito-Lay, holding numerous leadership roles in both operations and finance.

Paul’s insurance and financial credentials include: Chief Operating Office for a diversified financial firm, Chief Financial Officer for an Investment Advisory Firm and Broker Dealer and Treasurer for a Life Insurance Company. He also served as a registered Finance and Operations Principle with FINRA for eight years. Paul founded a management consulting firm in 2015 and was subsequently recruited as President of the Wealth Management Division of JD Mellberg.

Paul enjoys family time, travel, biking, golf, and music.

C. Wayne Cook, Operations Vice President

Born and raised in Southwest Louisiana, Wayne started in the insurance industry as an agent over 40 years ago. He moved up rapidly, becoming a Branch Sales Manager within seven years at a large national insurance company.

Wayne has worked with clients to protect their savings and retirements through health insurance and retirement planning. He has also worked in client services, recruiting, hiring, training, and management of agents, always specializing in Senior retirement planning.

Carrie Ermis-Cook, Office Manager

Born and raised in the Fort Worth, Texas area, Carrie has worked in the insurance industry for 20-plus years, with broad experience working with executives, insurance agents, and clients of all ages. She brings a depth of knowledge having served in roles such as Office Manager and Assistant to the CEO. She helped start an insurance agency from the ground up.

Carrie loves helping seniors and has a special place in her heart for them, as she understands their needs and genuinely cares for their well-being. In her past-time she enjoys sailing, cooking, working out and watching movies. Carrie lives in Grapevine, Texas, with her husband Wayne and their cat “Cali.”

Alison Crooks, Recruiter

Graduated from Texas State University with a BBA in Marketing, Alison has a background in sales, marketing, social media, and recruiting. She is most passionate about finding the best matches for both the people she recruits and for MWM.

Alison loves spending time with her four-legged rescue German Shepherd, "Ellie," as well as with her friends and family. She loves all things outdoors — hiking, running, paddle boarding, riding her horses, and coaching young riders for competition.