Beth joined our team in 2019 and quickly became an integral part of our operations. As our go-to for all things practice efficiency, she ensures everything runs smoothly behind the scenes—while always going above and beyond to make sure clients’ questions are answered and requests are handled promptly.
Her role is truly essential to the client experience. Beth is often the first point of contact, the person who keeps our daily workflow moving, and the one who helps turn complex processes into seamless interactions. Because of her attention to detail and dedication, our advisors can stay focused on providing guidance while knowing that our operations are in expert hands.
With years of experience in the financial industry, Beth is the person who just gets things done.
Q&A with Beth
What was your first job?
Serving up coffee and pastries at a cozy little shop in my hometown.
What led you to this career?
I had plans to attend nursing school after college, but when the 2008 recession hit, I decided to hold off on more student loans. That’s when I got introduced to the financial industry—and I’ve been here ever since.
What energizes you at work?
It’s like piecing together a big, complicated puzzle—each part different but essential. Seeing everything come together after hard work is so satisfying (though funny enough, I actually hate doing real puzzles!).
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?
Spending time with family and friends, probably deep into a true crime docuseries while cleaning my house.
What’s the top destination on your must-visit list?
Croatia—or honestly, anywhere warm and beachy!
*Not registered with Osaic Wealth, Inc.