Beth's role on your team
Beth's primary duty is providing our clients personal attention and prompt service. From scheduling appointments to service items, Beth is our clients' primary point of contact.
Beth's career in the financial industry spans more than thirty years both with a Fortune 500 company and an independent financial planning firm. She has experience in practice support, marketing and client services. As the Client Services Director, she is responsible for the functions that provide our clients excellent service and build lasting client relationships. Beth holds General Securities Representative and General Securities Principal registrations.
Beth and her husband make their home in Colfax and enjoy spending time with their rescued Labrador retriever. She has also volunteered as a literacy tutor.