Deborah Cooney
CPA & Investment Advisor Representative
Deborah is the founder of Cooney Financial Services and is a CPA as well as a licensed stock broker, investment advisor, and insurance agent. Deborah was born in New York but moved to Clearwater as a young child. Deborah graduated from...
Ann Cirisan
Registered Assistant
Ann joined the Cooney Financial team in August 2023 as our licensed Financial Services Assistant. She has over 35 years of client and administrative experience and has been in the financial services industry since 2010. Ann holds...
Scott Cooney
Tax Assistant
Scott is Deborah’s husband but his official title in the office is Tax Assistant, so he assists Deborah with some of the Tax preparation activities. Scott is also...
Teresa Gibbs
Senior Accountant
Teresa is a Senior Accountant with Cooney Financial, Inc. and has been back with our team since December 2019. Teresa happens to be Deborah's second daughter and worked with her for a tax season in 2015. Teresa was born and raised...
Personalized Support, One Piece at a Time
At Cooney Financial, we strive toward minimizing your taxes while creating you personalized plan that brings your Finances, taxes, insurance, and goals into alignment. We guide you through major life changes, help reduce financial stress, and keep you on track with ongoing support and accountability. With us, your money works for your values so you can focus on what truly matters.