Get to know my dedicated team

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 Managing Director MaKenna Nichole Cooley

MaKenna Nichole Cooley

ChFC®, CFP®

Managing Director

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Helping you live your best life.

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

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