We are so happy Beth joined our team in 2019. Currently, her main role assists with practice efficiency and operations but most importantly, she is always putting her best effort forth to ensure our clients questions are answered and requests are met in a timely fashion. Beth has years of experience in the financial industry field and knows how to get things done. Contact her to set up appointments, request paperwork, or just to say hello.
What was your first job?
Slinging coffee and pastries at a tiny coffee shop in my hometown.
What led you to this career?
I was planning on going to nursing school after college but when the recession of 2008 hit, I thought maybe I shouldn’t take on any more student loans. That’s when the introduction to the financial industry was made and I’ve been here ever since.
What energizes you at work?
It’s like having a large puzzle spread out on the table, with pieces in various shapes and sizes, knowing they will all fit together somehow. I like finally seeing the puzzle come together after working hard to get them organized and in place. However, I actually hate doing puzzles in real life!
What’s one thing most people don’t know about you?
I’m a classically trained singer who can’t read music.
What would we most likely find you doing on the weekend?
Hanging out with my family and friends, probably binge-watching true crime documentaries while scrubbing my house.
What is the top destination on your must-visit list?
Croatia or literally anywhere warm/beachy.
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