Beth is the firm’s Executive Assistant to the President and Senior Wealth Advisor, Melissa. Beth’s journey began with a dedication to supporting Melissa from managing schedules and coordinating meetings to handling various administrative tasks. With a background in executive assistance, management, and marketing, Beth brings a unique perspective to the role by anticipating needs and proactively addressing challenges as they arise.

Outside of the office, you’ll find Beth traveling with her husband and three kids, hiking and skiing with her family, and teaching fitness classes at the gym!