Simplified Financial Advice.

As a Client Service Manager, Beth handles the day-to-day client requests and is the chief liaison between our team and our custodian. In addition, Beth assists clients with estate administration and complex account issues.

Beth earned the Financial Paraplanner Qualified Professional℠ (FPQP®) designation through the College of Financial Planning in 2009 and has completed advanced course work in accounting. Prior to joining our team, Beth worked in accounting, operations, and workforce management for several Columbia firms.

A long-time Columbia resident, Beth enjoys walking bike paths and around the lakes. She loves working in her garden, knitting/crocheting and watching movies. Beth is very active in her church and an avid sports fan of the Baltimore Ravens and Duke basketball!