Together, We Can Create Better Futures

About Beth


Beth adds value to her clients by providing coordinated advice, strategies, and solutions in a convenient, confidential and cost-effective manner.  Whether you are a business owner, a professional, or the person tasked with making everyone else’s life work, your time is at a premium.  Because you’re busy balancing competing priorities all day long, with little time to worry about “important” because everything is “urgent”, you need a family fiduciary – a trusted professional that is proactively working to meet your current lifestyle requirements while laying the foundation for the future you’ve imagined.

It’s important to make time for your financial well-being because optimal wealth is the result of intentional decisions – followed by decisive action and consistent follow through – over time.  Having transformed the segregated, transactional approach associated with today’s fractured financial services landscape into an integrated, streamlined and affordable experience, the family fiduciary approach allows Beth to help you create clarity and confidence in both today and tomorrow.

Beth loves her husband, Derek, and her son, Mack.  She loves living in Colorado and enjoys the hiking, camping, fishing and outdoor life that if offers on a daily basis.  She loves being part of a boisterous and fun-loving family – she’s the oldest of five children and the aunt to two nephews and eight nieces.  Her parents, Dave & Mary Amy Vivian, have inspired all of them to live a life filled with laughter, frequent family gatherings, generosity and faith.

She loves sports, reading, writing, music, Hallmark movies and just about anything her husband creates in the kitchen.

Favorite food:


Best piece of financial advice received: 

There is more to be gained in avoiding the losses than in picking the winners.

Favorite quote: 

“There are only two ways to live your life.  One is as though nothing is a miracle.  The other is as though everything is a miracle.”   – Albert Einstein

If you could meet anyone, past or present, it would be: 

Margaret Thatcher

Favorite book: 

Outwitting the Devil by Napoleon Hill

Favorite movie: 

I Can Only Imagine

Favorite holiday: 


Something on your bucket list: 

Being the catalyst for creating a collection of music for Thanksgiving that gives us something to listen to between Halloween and Christmas every year

Place you’d most like to visit: 


Interesting accomplishment: 

I won an essay contest sponsored by the LA Times in 1991 – they asked us to write a short essay about something symbolizing freedom; if we won we had to be willing to put that symbol in a time capsule that would be opened in 2041.  It was a contest celebrating the Bill of Rights Bi Centennial and there were over 6000 entries.  I wrote the winning essay so my library card is in the time capsule buried in the lawn at City Hall in Los Angeles, CA