Bethany is a financial planner working closely with individuals and families to help make informed decisions about their finances. Her role includes creating comprehensive financial plans, coordinating investment strategies, managing risk, and providing ongoing guidance around retirement, tax planning, and estate considerations. She serves as a long-term partner, helping clients stay aligned with their goals as life and markets change.
Bethany graduated from Wittenberg University in 2004 and has worked in the financial industry supporting clients ever since. She holds her Life, Health & Variable Annuity insurance licenses as well as her Series 7, Series 63, Series 65 and SIE. Bethany received her Registered Social Security Analyst Certification in 2024 to help clients maximize social security benefits, spousal benefits, and delayed retirement benefits.
Bethany is a wife and mother to three very active kids. She loves supporting them in all of their activities and enjoys running, reading, and a good glass of wine.