Wealth Management Assistant
Beth joined the firm in 2013 and brought with her years of experience in customer service. She spent seven years with American Express and most recently worked at a Scottsdale CPA firm for four years. Beth aims to understand the business and learn how to serve our firm and clients.
Beth currently holds the Life and Health Insurance license for Arizona. She earned her Progressive Ongoing Education Awards for Wealth Management Assistants from our broker-dealer, Avantax Wealth Management, six years in a row. Attaining this award requires ongoing education and demonstration of understanding the financial planning topics covered.
When not at work, Beth likes to spend time with her husband and daughter.