Client Onboarding Specialist

Bea's Bio

Since joining Strategic Wealth Designers in 2022, Bea has been a passionate supporter of new clients. She loves building rapport with clients who might be nervous about the planning process, easing their initial nervousness with her warmth and humor. She excels at making them feel secure and heard throughout the process.

Bea’s journey in the industry was somewhat serendipitous. She started as an admin at SWD, gradually working her way up to marketing coordinator and then to her current position. Over time, she’s grown to love the industry, and she takes pride in providing help to those nearing or at retirement.

Bea and her husband, Andy, live in Surprise, Arizona, and are the proud adoptive parents of two grown daughters, Renee and Ellie. The Cowan household is also home to two dogs, Faith and Bear. Bea is an avid bookworm in her downtime, often juggling two or three books at a time. She finds joy tending to her beautiful garden, spending time with friends and family, and taking her Jeep out for a spin in the desert.