Beth joined Financial Strategies in 2007 as an Administrative Secretary. She is responsible for making sure the office runs smoothly and our agents are prepared for all client appointments. Along with completing daily client requests on the investment side, processing applications, data maintenance, correspondence/compliance and handles payroll.
When she's not assisting clients, she is an active member and President of the Rozellville Lions Club. She enjoys traveling with her husband Aaron, spending time with family and friends, the outdoors and watching her favorite sports teams.
Beth is not registered with Woodbury Financial Services