Partner · Chief Compliance Officer

Eric Story, CPA, CITP, PFS

Eric carries fiduciary oversight of every Cooper Norman Wealth engagement. He sits at the intersection of tax strategy, wealth management, and the operating systems that hold them together.

Talk With Eric

Eric Story, CPA, CITP, PFS, Partner and Chief Compliance Officer at Cooper Norman Wealth in Idaho Falls.

Background

Integrated tax-and-wealth thinking.

Eric came up through the Cooper Norman CPA side and now leads compliance at Cooper Norman Wealth, a separate and distinct company.

Eric Story is a Partner and the Chief Compliance Officer at Cooper Norman Wealth. He came up through Cooper Norman, the CPA firm, and stepped into the wealth practice to lead the way tax considerations are coordinated into long-term wealth decisions.

As Chief Compliance Officer, Eric carries fiduciary oversight of every Cooper Norman Wealth engagement. He sets the firm's investment policy framework, owns the compliance posture for client communications and recordkeeping, and is the named principal on the regulatory side of the house. Clients see that posture not as overhead, but as the quiet structure underneath every recommendation.

His credential set is uncommon: CPA, plus the Personal Financial Specialist (PFS) credential, the AICPA's advanced financial-planning designation reserved for CPAs, plus the Certified Information Technology Professional (CITP) credential, which speaks to how the firm thinks about data, security, and the operating systems clients actually live inside.

Credentials

CPA · PFS · CITP

Certified Public Accountant. AICPA Personal Financial Specialist (the advanced financial-planning credential for CPAs). Certified Information Technology Professional.

Focus

Compliance & Fiduciary Oversight

Named principal on the regulatory side. Investment policy framework, communications, recordkeeping, and the firm's overall fiduciary posture.

Specialty

Tax-Integrated Wealth Strategy

Closely-held Idaho business owners contemplating exit, liquidity, estate restructuring, or generational transfer, coordinated with the Cooper Norman CPA platform.

Contact Eric

Reach Eric directly.

Most engagements start with a warm introduction from your existing Cooper Norman CPA. If you'd like to start the conversation directly, the lines below come to Eric.

“Compliance isn't paperwork. It's the structure that keeps our advice consistent over time.”

Eric Story, CPA, CITP, PFS, Partner & CCO

Talk with Eric about what comes next.

Schedule a 360 Review

Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Cooper Norman Wealth, LLC is engaged, or continues to be engaged, to provide investment advisory services.