About
Beth
Beth works with individuals and families to help them identify their financial goals by creating a financial plan to achieve those aspirations. She enjoys advising and educating clients, providing sound advice, and building strong relationships.
Beth has more than 20 years of experience as a financial consultant. She has worked as a financial advisor at another Pittsburgh-based registered investment advisor and as a wealth planner. Beth began her career at a brokerage and insurance company.
Outside of work, Beth enjoys playing tennis, golfing, and spending time with her husband and son. She is also very involved in her community, working with several organizations. She has served as a member of the United Way’s Women’s Leadership Council (WLC) and a member and past president (Pittsburgh Chapter) of the Financial Planning Association.
Education and Professional Milestones
-Robert Morris University – bachelor’s degree in business administration
-College for Financial Planning – master’s degree in finance
-Duquesne University School of Leadership & Professional Advancement – Executive Certificate in Financial Planning
Beth works with individuals and families to help them identify their financial goals by creating a financial plan to achieve those aspirations. She enjoys advising and educating clients, providing sound advice, and building strong relationships.
Beth has more than 20 years of experience as a financial consultant. She has worked as a financial advisor at another Pittsburgh-based registered investment advisor and as a wealth planner. Beth began her career at a brokerage and insurance company.
Outside of work, Beth enjoys playing tennis, golfing, and spending time with her husband and son. She is also very involved in her community, working with several organizations. She has served as a member of the United Way’s Women’s Leadership Council (WLC) and a member and past president (Pittsburgh Chapter) of the Financial Planning Association.
Education and Professional Milestones
-Robert Morris University – bachelor’s degree in business administration
-College for Financial Planning – master’s degree in finance
-Duquesne University School of Leadership & Professional Advancement – Executive Certificate in Financial Planning