Lowery & Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Richard Lowery

Richard Lowery

MBA, CRPC®, APMA®

Financial Advisor

Franchise Owner
Visit Richard Lowery's website
Mark Lowery

Mark Lowery

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Mark Lowery's website

Team

Beth Wallace

Beth Wallace

Client Service Specialist,

Financial Planning Assistant

Qualifications

  • I graduated from Marquette University in 2005, with a Bachelor's of Arts in English and Education, and a minor in Spanish. I earned my Master's Degree in Education in 2011 from Viterbo University.
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