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Specialties
I am a partner at an all-female firm, Cooley & Lowe Wealth Management and the Managing Director of Northwestern Mutual - Utica.
Our belief is that the starting point to any financial conversation should be with you – your life, your family, your priorities, and your goals. Our objective is to gain a deeper understanding of what inspires you and empower you to be bold. Our commitment is to bring the same expectations, accountability and candor with the empathy, respect and love you need to feel truly heard.
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Always free for clients.
CFP, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities and life insurance with long-term care benefits) and its subsidiaries. MaKenna Cooley is an Insurance Agent of NM. Registered Representative of Northwestern Mutual Investment Services, LLC (securities), a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. There may be instances when this agent represents companies in addition to NM or its subsidiaries.