A Certified Financial Planner™ professional, Beth offers objective and knowledgeable perspective to clients. She works with individual clients and is primarily responsible for overseeing our group’s retirement plan services and college planning strategies. She joined the practice in 2000, bringing with her an ability to convey complex investment concepts in an easy-to-understand manner, helping clients feel more confident about financial decisions.
As the main contact for defined contribution clients, Beth works closely with human resource managers and third-party vendors to help ensure client retirement plan platforms are properly implemented and maintained. She also plays an integral role in our group’s business development and marketing strategies.
Beth earned a bachelor’s degree in American studies from the University of Notre Dame and an MBA from Millikin University. She served as president of the University of Notre Dame senior class in 1998.
Beth is a native of Decatur, where she lives today with her children, Annie, Joe and Emily. She is dedicated to her community and has played an integral role in the development of the Dennis-Millikin Lab School Project.
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.