Beth joined RBC Wealth Management in 1997 and has assisted clients with their investments in a number of capacities throughout her career, including wire operator, cashier, client associate and financial advisor. She joined a high performance team in 2000, helping clients achieve their financial goals, and assumed leadership of the team in 2020.
Beth is honored to have received the following recognition for her work:
- Forbes/Shook Research Top Next-Gen Wealth Advisor – 2018 & 2019
- Forbes/Shook Research Best-in-State Wealth Advisor – 2019 & 2020
- Forbes/Shook Research America’s Top Women Wealth Advisor – 2019 & 2020
- Working Mother Magazine Top Wealth Advisor Mom – 2018 & 2019
- On Wall Street Top 25 Regional Advisor Under 40 – 2017, 2018, 2019 & 2020
- Annual RBC Wealth Management Chairman’s Council since 2018
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 lives in Middleton, Wisconsin, with her husband, Andrew, and daughter, Beatrice. Outside of the office, she enjoys reading, triathlon training and watching her daughter play soccer. Beth invests and volunteers extensively in the Madison community. She serves on the board of directors for Second Harvest Foodbank of Southern Wisconsin, Taliesin Preservation and Tri 4 Schools, a local nonprofit that provides programs to promote health, nutrition, fitness and aims to bring out the champion in every kid. She has previously served as board chair of YWCA Madison and Kiwanis Club of Downtown Madison Foundation. In 2018, Beth was honored to receive RBC Wealth Management’s national Dick McFarland Volunteer of the Year Award, recognizing her commitment to serving to her community.
Beth is also honored to be a board member for the Women’s Association of Financial Advisors (WAFA) at RBC Wealth Management. The mission of the WAFA is to recruit, retain, and enhance the productivity of women financial advisors and branch directors at RBC Wealth Management.