The People of COCO Enterprises

Joe Coco



Joe Coco moved to Montana in 1993, and he has been serving in the financial services industry ever since.  He is a military brat who has lived throughout the world.  Graduating from high school on Yokosuka Naval Base, Japan in 1981, Joe attended the University of Colorado on a Marine Corps NROTC scholarship, where he finished top in his NROTC class.  

Graduating in 1985 with a B.A. in Asian Studies, he was commissioned a second lieutenant in the United States Marine Corps.  Serving in a variety of infantry and reconnaissance billets, Joe was deployed to such locations as Okinawa, Japan, South Korea, the Republic of the Philippines, Saudi Arabia, and Kuwait.  Joe is a military parachutist and combat diver, and is a veteran of Operations Desert Shield and Desert Storm.  In 1992, Joe attended the Army’s Infantry Officers Advance Course and was named class Distinguished Honor Graduate.  Joe left active military service in 1993, eventually earning the rank of Major in the Marine Corps Reserve.

Upon leaving the military, Joe turned his investment hobby into a career.  He took over the Whitefish branch of Edward Jones, a large national investment firm, where he grew the assets in the branch from $2.5 million to over $100,000,000.  The last two years Joe served at Edward Jones he was rated by his clients as the number one advisor in his region for customer service excellence.

Frustrated with the bureaucracy of working for a large company, Joe decided to start his own investment firm.  In October of 2009, Joe established COCO Enterprises, LLC.  As a truly independent advisor, Joe is able to give unbiased advice and provide a wide variety of services that best meet the needs of his customers.

Since moving to Whitefish, Joe has served on a variety of civic and non-profit boards.  An Eagle Scout himself, Joe served as Scoutmaster of Boy Scout Troop 17 from 2001-2006, and he currently serves as a merit badge counselor and leadership instructor for local scout troops. Joe is a member of the Whitefish Church of the Nazarene, where he currently serves on the board of directors.  Joe also currently hosts a weekly radio commentary show on KGEZ 600 AM.  In his free time, Joe enjoys studying and debating philosophy, summer and winter backpacking, physical fitness, and playing guitar. 

Joe and Linda have been married since 1985 and have two adult children.

Joe Coco is a CERTIFIED FINANCIAL PLANNER™.


 

Tom Schuch


Tom Schuch is an Administrative Assistant who grew up in Whitefish, MT and graduated from Whitefish High School in 2005.  He completed his undergraduate studies at Bethel University in St. Paul, MN and obtained a Bachelor’s degree in Athletic Training in 2009.  In the summer of that same year, Tom enrolled in the Master’s program at the University of North Dakota in Grand Forks and successfully gained his degree in Kinesiology two years later. 

When the opportunity arose to work with COCO Enterprises, Tom made the decision to take a new course of action and pursue a career that had always been of interest to him.  Tom currently resides in Whitefish.  When not at the office, he enjoys playing guitar, spending time with family, and fishing and hiking in the great outdoors of northwest Montana. 

 

Linda Coco

After 21 years as a stay-at-home parent, Linda Coco has joined her husband Joe at COCO Enterprises as an Administrative Assistant.  Linda brings to the table her organizational skills and creative flair. In addition, she oversees advertising and marketing with a focus on special projects such as the WealthMASTERS finance seminars.

Linda was born an Army brat and spent most of her childhood in Colorado.  After meeting Joe in college and marrying him after graduation, she spent the early years of marriage globetrotting with her Marine husband to various military duty stations.  When Joe left the Marine Corps to pursue a career in finance, the Coco family moved to Montana where they have lived since 1993.  When not in the office, Linda enjoys cooking, crafting, writing, learning to play the harp and traveling to warm, sunny locales. 



Alex Musso



Alex Musso is the Social Media Director and Financial Analyst at COCO Enterprises.  Born and raised in Houston, TX, Alex earned a B.A, in English Writing and Rhetoric from St. Edward's University in 2009.  In 2010, after spending their entire lives in Texas, Alex and his wife Beth moved from Houston to Kalispell, where they now live.  

Alex enjoys discussing issues of politics, economics, and the modern social landscape.  Alex also enjoys sports (especially football), as well as hiking, target shooting, camping, boating, kayaking, skiing, snowshoeing, and the many other outdoor activities that northwest Montana offers.  Alex and Beth are also avid foodies, oenophiles, and zythophiles.  

 

Erika Morck

Erika Morck is the Office Administrator. When you call or visit Coco Enterprises, she is your first point of contact and aims to make your interaction with us productive, enjoyable, and uplifting.  She is an advocate for our SPRIF philosophy by integrating it into her lifestyle and sharing the concepts with others.  From welcoming clients, processing paperwork, and doing special projects, she strives to put a smile on the face of everyone she interacts with.

Erika moved from Billings, MT to Whitefish in August 2013 to join the firm.  She graduated from Montana State University–Billings with a B.A. in Communications and a minor in Political Science/Public Administration.  After living in Rock Springs, WY, Billings, Washington DC, and Lakewood, CO she has spent the past 24 years in Billings until leaving all of her family behind for the lure of the Flathead Valley.

Erika’s professional background includes public affairs, wedding planning, real estate advertising and office administration, and most recently working in logistics and sales support for a Billings-based mining company. Erika was very active in her church in Billings where she served as the Congregation Board President and on several other committees as well as singing in two choirs. She likes to be busy and looks forward to being involved in church activities and the community of Whitefish. She enjoys writing, photography, singing, playing piano, and attending the symphony and theater.  As an avid runner, hiker, and biker she is head over heels in love with Glacier National Park and spends her free time enjoying the vastly-different-from-Billings landscape the Flathead area offers.