Call Us Today at (513) 506-0272!

As Client Service Advisor, Beth plays a crucial role in designing, planning and implementing our client service strategy. Her core responsibility is to build genuine client relationships as she oversees client onboarding and relationship management processes. Beth is committed to exceeding client expectations in every interaction, providing a smooth and effortless experience.

Her other responsibilities include assisting our financial planners with data gathering/input, client meeting coordination and client follow-up. She handles investment account deposits and assists with Benchmark’s many events and seminars.

Before joining the firm, Beth’s many years of experience in client service honed her analytical and interpersonal skills. She is an integral part of the Benchmark Team adding expertise in the areas of financial planning, investment management and technological support.

Beth received a BS in Nursing from the University of Pittsburgh and spent 9 years in the US Navy. She is also a Notary for the State of Ohio.

In her free time, she enjoys running, reading and Steelers Football.

  • Bachelors of Science from University of Pittsburgh
  • Notary Public (Ohio)
  • Served 9 years in the United States Navy
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Call Us Today at (513) 506-0272!

Address: 4755 Lake Forest Drive, Suite 220, Cincinnati, OH 45242