Beth is a paraplanner and candidate for CFP® certification. She assists with all aspects of the financial planning process, including client meetings, research, data analysis, service questions and investment selection/implementation. Beth earned an undergraduate degree from John Carroll University and a master’s degree from the University of Akron. She holds FINRA Series 7 and 66 licenses.
Beth’s passion is to combine her love of numbers with her love of helping people in order to develop retirement solutions. She utilizes her people and analytical skills to customize plans for clients, helping them gain knowledge about options on how to meet their goals.
In her free time, Beth and her husband, James, are active music boosters and beginning bridge players. Beth also enjoys animals, reading, gardening, and activities with family and friends.