Working with a financial planner is all about finding the right fit. You’ll never feel pressured to make a decision without having the opportunity to first ask questions and get to know us. Our all-female team spanning several generations has both the experience and talent to serve you well.
Loyal and driven, Beth places a high priority on her relationships. She pursued a career in the finance industry decades ago because she was in search of a position that would challenge her and offer a balance between work and family life. Her relentless desire to help others led her to financial planning. After accumulating years of experience and education, she remains in tune with the real-life needs of her clients. Beth has a way of putting others at ease especially when dealing with problems or opportunities, and then reassessing and realigning as necessary. She now has gathered almost 30 years of experience. The highlight of her career has been becoming a part of her client’s lives along the way.
Born in Cleveland, Ohio, Beth currently resides in Parker, Colorado. She graduated from the University of Texas at Dallas, and has since added numerous professional designations to her name. In addition to her Certified Financial Planner ® , she holds her Series 7, Series 63, and Colorado Insurance license.
A true go-getter, there isn’t much “down time” for Beth. You’ll regularly find her at the gym, as staying healthy and active is also at the top of her list. When she isn’t at the office, Beth enjoys spending time with her two daughters, Beth Anne and Lauren, and her four dogs.
You might say Carol keeps Maleta Wealth running; we call her the brains of the operation. With almost 43 years of experience, she brings an extensive knowledge base to the clients of Maleta Wealth. She spent the beginning of her career “behind the scenes,” focusing on back office records, compliance, operations and cashiering. This work gave her the opportunity to develop a deep understanding of the inner workings of the securities industry.
She joined the finance world because, in her own words, “Back in the day it was a thrill to have millions of dollars of securities on my desk!” But what keeps Carol coming back every day is her genuine love for clients. She has a passion for creating meaningful relationships and an ability to share her knowledge in a relatable way, making her an irreplaceable asset to our firm.
As a Colorado native now living in the dream destination of Vail, Carol embodies an active spirit. During the summers, you’ll find her paddle boarding and exploring local lakes or walking her dogs in the quiet of the morning. Winters find her on the slopes; enjoying all the beauty Colorado has to offer. When she isn’t outdoors, Carol is cooking up a storm in her kitchen. She loves to pass the time creating new and unique recipes to share with her loved ones.
Driven and loyal just may be a family trait. As Beth’s daughter, Lauren is looking forward to following in her mother’s footsteps. The newest addition to our team in 2018, she carries a youthful enthusiasm that keeps the entire team motivated. She is passionate about making a positive impact in people’s lives and hopes to bring a fresh perspective to Maleta Wealth.
Lauren graduated Magna Cum Laude from Southern Methodist University with a BBA in Finance. Since then she has added several designations to her name. She holds her Series 7, Series 6, Series 63, and Colorado Life Insurance license. (We said she was driven!) With a desire to continually learn and grow as an individual, Lauren plans to receive the Certified Financial Planner designation in the coming year.
As Lauren continues to advance her professional life and studies, she also strives to maintain balance. She enjoys staying active and experiencing new cultures as she travels the world. Fitness is another high priority for her as she frequents the local Orangetheory for personal training in high intensity, instructed classes.