Beth's super power is making people feel seen, heard and understood and has been doing just that for more than 25 years at RBC Wealth Management.
Beth assumed leadership of the team in 2020, proudly carrying forward a rich legacy as the third generation of this women-led business.
Beth graduated from the University of Wisconsin – Madison with a Bachelor of Business Administration degree in finance in 2002. In 2006, she achieved the certification of CERTIFIED FINANCIAL PLANNER™ and in 2015 Beth also earned RBC Wealth Management’s internal designation of Accredited Wealth Manager (AWM).
Beth is passionate about helping her clients thrive and community prosper. She has served on the board of directors for:
- Second Harvest Foodbank of Southern Wisconsin
- Taliesin Preservation
- Tri 4 Schools
- YWCA Madison
- Women's Association of Financial Advisors (WAFA) at RBC Wealth Management, and
- Kiwanis Club of Downtown Madison Foundation
Beth lives in Middleton, Wisconsin, with her husband, Andrew, and daughter, Beatrice. Outside of the office, she enjoys reading, weight-lifting and watching her daughter play soccer. She is a life-long learner and isn't afraid to suck at something new.
