Beth focuses her business on her clients’ individual ﬁnancial objectives, believing the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Beth apart.
Beth is dedicated to managing and helping to preserve wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Beth works hard to provide solutions designed to help enhance and preserve your investments, while assisting you in realizing your goals through long-term ﬁnancial solutions.
With the insight and industry knowledge that comes with over 25 years in the business, Beth provides clients the investment products and services for their speciﬁc ﬁnancial needs, including retirement planning, estate planning, college planning and portfolio management.
Beth is a Registered Representative and Investment Advisor Representative. She is also licensed as a General Securities Principal. In addition, Beth is life & health licensed and Long-Term Care certiﬁed. Beth holds the CERTIFIED FINANCIAL PLANNER™, CFP® and the Certiﬁed Divorce Financial Analyst®, CDFA®, designations.
A native of Indianapolis, Indiana, Beth graduated from Indiana University with a Bachelor of Science degree in Business. Prior to joining Raymond James in 2018, Beth worked for Noyes Group, LLC for 20 years. Beth is a member of the International Academy of Collaborative Professionals, IACP and the Central Indiana Association of Collaborative Professionals, CIACP. Beth is a member of the Finance Committee at the St. Vincent Hospital Foundation and the Investment Committee for the Archdiocese of Indianapolis and serves as a deacon at Second Presbyterian Church. Beth and her husband, John, have four children, Johnna, Sierra, Abby, Ryan and two 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.