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.