Simplified Financial Advice.
Beth truly enjoys interacting with clients and counts them among her friends. As our team’s Advisor Assistant, she consistently finds ways to get the answers to clients’ questions, even if she has to hunt for the answer. She frequently tells clients, “Ask me anything!” and then proceeds to impress them by finding the answer.
Beth is a Notary and holds a Series 66 license. She attended Northeast Louisiana University.
Outside of work, Beth can be found cooking, riding motorcycles and spending time with her friends and family.
Best piece of financial advice received:
Invest and plan for your future before you are there.
Love your family, work super hard, live your passion.
What motivates you:
Learning something new every day and coming up with solutions to improve something or solving a problem
Something on your bucket list:
Skydiving, travel more
Place you’d most like to visit:
Great Friends and Family
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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.