A business meeting around a table.

Get to know the women behind Cooley & Lowe Wealth Management!

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

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Delaney Beardsley

Associate Financial Representative

Photo of Executive Assistant & Client Service Coordinator Desirae Velazquez

Desirae Velazquez

Executive Assistant & Client Service Coordinator

Photo of Partner and Wealth Management Advisor Stephanie M Lowe

Stephanie M Lowe

RICP®, CLTC®

Partner and Wealth Management Advisor

Meet Your Network of Specialists

We don't have every answer, but luckily, we have a deep network of brilliant minds to help you with anything that isn't our specialty. 

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Meet Stephanie

Stephanie Lowe is a financial advisor, 14 year veteran of the industry and is here to help you in the event I am not. She runs her own practice and also works closely with Delaney and Marissa. 

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