About Me

I take a holistic approach to your financial goals. By building a strong relationship with my clients, I create thoughtful, customized strategies. I have nearly 30 years of experience, and I am committed to delivering personalized client service.

Beth began her investment industry career in 1996 and joined Stifel in 2019. Prior to joining Stifel, she worked for Merrill Lynch from 2007 to 2019 and A.G. Edwards from 1996 to 2007.

Beth graduated from Ohio University with a Bachelor of Business Administration degree and holds Series 7, 9 & 10, 63, and 65 securities licenses. She enjoys volunteering and being a board member at the Make a Wish Foundation.

Beth’s areas of practice include consulting services, addressing investment/wealth planning concerns, asset management, estate planning issues, retirement plans, charitable giving, and options.