Beth began her career in wealth management in 2014, quickly establishing herself as a trusted and knowledgeable professional in the field. Promoted to Trust Officer in 2016, she consistently demonstrates excellence in trust administration and client relationship management. Prior to her transition into wealth management, Beth gained valuable experience in advertising and public relations, enhancing her skills in communication and strategic planning.
Her professional expertise includes trust and fiduciary services, client relationship management, estate planning, and financial advisory services. In her current role, Beth provides dedicated oversight and personalized guidance, helping clients achieve their wealth preservation and financial planning goals.
Education & Certifications
- Bachelor of Arts in English, University of Nebraska at Omaha
- Certified Trust and Fiduciary Advisor (CTFA)
- Accredited Trust and Fiduciary Advisor (ATFA)
- Graduate, Cannon Financial Institute Trust School
Interests & Activities
Beth is a member of the Community Foundation of the Ozarks Professional Advisors Council as well as the Greene County Estate Planning Council. In her personal time, she enjoys spending time with her children, running, hiking, traveling, and engaging in various outdoor activities.
