Beth joined the firm in 2016 and serves as a Financial Planning Analyst. She collaborates with advisors and analysts to prepare financial plans and investment reviews. Beth is working toward obtaining her series 65 license and Certified Financial Planner designation.
Beth has over thirty years of experience in the banking industry. The majority of that time was spent in ATM Vendor Management, most recently managing a vendor with over 6,000 ATM’s. She also managed Data Processing department for ten years. She graduated with a Bachelor of Arts degree, in Business Administration from Malone University. Beth earned her Financial Paraplanner Qualified Professional Designation (FPQP™) in May of 2018. She and her husband reside in Perry Township and are the parents of two grown children. She is active in her church and enjoys traveling, camping, and exercising.