Beth graduated from Purdue University in 1991 with a Bachelor of Arts degree and began working in the investment field with Raymond James Financial Services. She earned her Series 7 securities license in 1996. Beth joined the Vision Financial Group team in 2004, which in January 2023, joined JCB Investment Services Raymond James Financial Services, Inc. Beth has extensive experience in client service, investments, problem resolution, and is astutely observant to even the smallest of details.

As a former Seymour Main Street board member, Beth continues as a committee volunteer for Dancing with the Seymour Stars, benefitting Seymour Main Street and the Boys and Girls Club of Seymour. An admitted chocoholic, she enjoys baking chocolate goodies as well as gardening, sports, and family activities – especially watching her daughter Katherine play volleyball.