Beth assists clients in achieving a better quality of life by providing clarity, comfort and confidence in their financial well-being. An early adaptor of the CERTIFIED FINANCIAL PLANNER™ designation with 30 years of experience in financial services, the CFP® certification provides her with the knowledge and tools to understand how to develop specific strategies to minimize taxes, preserve assets, generate cash flow, maximize growth and transfer wealth. She has guided individuals and families though the stages of life. Having experienced challenging and rewarding market cycles, she brings a seasoned perspective that helps to enable them to achieve their financial goals. Her detailed processes in all aspects of a client’s life engage client’s professionals such as their attorney and accountant. This allows a clear and cohesive view for the client.
In addition to her individual client service, Beth consults businesses and non-profit organizations on Investment Policy Statements, financial planning, including retirement plans, money management, cash management and access to capital through both equity and debt offerings.
Beth, a successful high-school golf coach, coaches clients in the complexities of their life and legacy portfolio strategies. She listens, informs and collaborates with clients while monitoring, adjusting and navigating their financial success.
Since joining Raymond James in 2003, Beth has been honored consistently in their achievement clubs and to serve on the Women's Advisory Council*. Earlier in her career, she worked for McDonald Investments where she was the producing manager in Lancaster, Ohio and Columbus. Prior to that, she was a Vice President at The Ohio Company.
Beth earned her degree from the Fisher College of Business at The Ohio State University. She is licensed as a registered representative, registered investment advisor, and branch manager, as well as in life and health insurance and managed futures funds. Additionally, through Raymond James, she is a Investment Management Consultant**.
Beth puts her passion for those in need into action, having served a number of non-profit organizations over the years. Currently, she serves on the COSI (Center for Science and Industry) Community Board (past Chair) and Lutheran Social Services board. She is a former member of board of directors of the Lancaster YMCA/YWCA and OSU Student Loan Foundation. She is also a past adjunct professor of taxation and financial planning at Franklin University.
Beth and her husband, Bob own 3 Buffalo Wild Wing franchises and split time between Lancaster and Columbus. They enjoy golf as well as spending time with their two grown daughter's families.
* The Raymond James Women’s Advisory Council is comprised of women financial advisors with a diverse combination of experience and business styles and who serve as mentors for experienced and trainees alike.
** The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.