Beth Anne brings over 20 years of experience in the Financial Services Industry. Beth Anne values her client relationships and is dedicated to assisting clients in the development of comprehensive financial plans. Beth Anne focuses on accumulation and distribution strategies, asset allocation and risk management. In her continuous supervision and management of clients’ financial matters, Beth Anne provides personalized client service with an acute attention to detail.

Beth Anne graduated from Earlham College earning a Baccalaureate in International Studies/ International Law. She later earned a Paralegal degree from Notre Dame College. Beth Anne also holds her Series 7 and 66 Securities Licenses, Life and Health Licenses and is a Notary Public.

Beth Anne resides in Novelty with her husband, Neil and her children, Violet and Sammy. In her spare time, she is very active in her Church and Children’s School, serving on various committees and as a Eucharistic Minister. Beth Anne is an ardent Food and Wine enthusiast and enjoys entertaining for family and friends.