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.