Beth is a Wealth Planning Associate in our Wealth Advisory practice, helping Family Office clients to advance their long-term planning needs.
Prior to joining the firm, she was a Client Relationship Associate at Key Private Bank, where she worked with high-net-worth and ultra-high-net-worth clients across a broad range of wealth management needs. In this role, she gained experience coordinating client service, facilitating investment strategies, and supporting planning conversations, which sparked her passion for comprehensive wealth planning.
Beth graduated from Duke University with a degree in Psychology, a foundation that informs her interest in the behavioral aspects of financial decision-making and the ways financial planning is shaped by personal goals and values.
Beth recently relocated from Colorado to Florida and is excited to explore her new home state. In her free time, she enjoys traveling, hiking, paddling, tennis, and spending time with friends and family.