Beth joined Financial Strategies in 2007 as an Administrative Secretary/Office Manager. She oversees the day-to-day operations of the office and helps maintain an efficient, productive work environment. Beth also handles daily client requests on the investment side and works closely with advisors, helping follow up on ongoing business and keeping things moving after client appointments.
When she’s not assisting clients, Beth enjoys traveling, gardening, spending time with family and friends, being outdoors, and watching her favorite sports teams.
Beth is not registered with LPL Financial.