Simplified Financial Advice.

Meet Beth


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.


Favorite food:


Best piece of financial advice received:

Invest and plan for your future before you are there.

Favorite quote:

Love your family, work super hard, live your passion.

Favorite movie:

Pretty Woman

What motivates you:

Learning something new every day and coming up with solutions to improve something or solving a problem

Favorite holiday:


Something on your bucket list:

Skydiving, travel more

Place you’d most like to visit:

Smithsonian Institute

Biggest accomplishment:

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.