Beth is a Licensed Associate who plays an integral part in helping clients compile the necessary information to build an accurate financial plan. In addition, Beth works with our clients directly maintaining their BFS Money Site so that it remains up to date, and connected to all of their investment accounts.  

Beth is a licensed Life & Health and Property & Casualty agent. In addition she holds the  FINRA Series 7, & 66 securities licenses. She has a Master of Business Administration from the University of Indianapolis, where she concentrated in Finance and Organizational Leadership and a Bachelor of Science from Ball State University, majoring in Financial Planning and Minoring in Risk Management and Insurance.

Beth also a writes the humorous and popular Blog, A Mess Of A Mom, and she and her husband Jim enjoy their 2 children, Charlie and Cora.