Designations and Licenses
Beth is a CERTIFIED FINANCIAL PLANNER® professional, Certified Divorce Financial Analyst® and a Chartered Retirement Plans Specialist™. She is Life & Health licensed and Long-Term Care Certified.
Who We Serve
Beth provides clients with specialized financial planning services tailored for your specific needs, including retirement planning, estate planning, college planning and portfolio management. She also provides financial planning services to individuals navigating the divorce process. She provides compassionate guidance for every step along the way. With over 25 years of experience, she works closely with you and your attorney to ensure the best settlement outcome. She provides resources needed to help you rebuild your financial life.
Experience and Education
Beth graduated from Indiana University with a Bachelor of Science degree in Business. Prior to joining Raymond James in 2018, Beth was a financial advisor and part owner of her financial services firm for 20 years.
Beth serves on the Board of Directors for Kids’ Voice of Indiana and the Central Indiana Association of Collaborative Professionals, CIACP. She volunteers for the Archdiocese of Indianapolis, serving on the Investment Committee. She is a past 2-term Board Treasurer for Ascension St. Vincent Hospital Foundation of which she has served as a volunteer since 2002 and is a proud Seton Society member. Beth is a lifelong member of Second Presbyterian Church, serving as a deacon and volunteers on various initiatives. Beth and her husband, John, have 4 children, Johnna, Sierra, Abby, Ryan and 2 grandsons.
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.