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.

Photo of Investment Operations Associate Delaney Beardsley

Delaney Beardsley

Investment Operations Associate

Photo of Insurance Operations Associate Desirae Velazquez

Desirae Velazquez

Insurance Operations Associate

315-731-5430

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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