About
Bethani
Bethani specializes in retirement, estate, and investment planning comprehensive wealth management strategies tailored to each client’s goals.
Beginning her career in the financial services industry through a rotational program, Bethani gained industry experience through deep-diving into the ins of the business, from the clearing process in back-office operations to the controlled chaos on the trading floor. Later, Bethani focused on preparing for client meetings, building relationships with next-generation clients, and financial planning, where she found her true passion in helping others. She joined Focus Partners Wealth in 2026, after a period of working for Kovitz.
Bethani grew up in the northwest suburbs of Pittsburgh, where she currently resides. Running track through her undergraduate years, Bethani developed a passion for running, completing half-marathons in Milwaukee, Pittsburgh, and Boulder. She is also an avid traveler, having studied abroad in Florence, Italy. Next on the bucket list is experiencing the Northern Lights or a ski trip in Japan.
Education and Professional Milestones
-Kent State University – bachelor’s degree
Bethani specializes in retirement, estate, and investment planning comprehensive wealth management strategies tailored to each client’s goals.
Beginning her career in the financial services industry through a rotational program, Bethani gained industry experience through deep-diving into the ins of the business, from the clearing process in back-office operations to the controlled chaos on the trading floor. Later, Bethani focused on preparing for client meetings, building relationships with next-generation clients, and financial planning, where she found her true passion in helping others. She joined Focus Partners Wealth in 2026, after a period of working for Kovitz.
Bethani grew up in the northwest suburbs of Pittsburgh, where she currently resides. Running track through her undergraduate years, Bethani developed a passion for running, completing half-marathons in Milwaukee, Pittsburgh, and Boulder. She is also an avid traveler, having studied abroad in Florence, Italy. Next on the bucket list is experiencing the Northern Lights or a ski trip in Japan.
Education and Professional Milestones
-Kent State University – bachelor’s degree