Beth is a Financial Advisor and Certified Financial Planner™ Practitioner (CFP®), playing a crucial role in crafting precise financial plans for clients. She meticulously gathers and organizes essential information and ensures that clients' BFS Money Sites are current and seamlessly integrated with their investment accounts.

Beth holds the FINRA Series 7 and 66 securities licenses. She earned her Master of Business Administration with a focus on Finance and Organizational Leadership from the University of Indianapolis and her Bachelor of Science in Financial Planning, with a minor in Risk Management and Insurance, from Ball State University.

In addition to her professional work, Beth writes the popular and humorous blog "A Mess Of A Mom." She and her husband, Jim, enjoy life with their two children, Charlie and Cora.