Bethany is the lead on implementation for clients’ financial goals. She works closely with clients to answer their questions, schedule appointments, adjust their portfolios, set up contributions or withdrawals, update beneficiaries and plan information, and more. Bethany cherishes the relationships she builds with clients and loves to see their dreams unfold.
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 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.