Beth utilizes a collaborative approach with clients to articulate and identify financial goals and build strategies to achieve major milestones. She develops customized wealth plans that are tailored to fit each client’s individual needs. She works hard and efficiently to assist clients with their wealth planning and investment needs so they can plan for and enjoy their golden years of retirement. Whether you are seeking to grow your assets in anticipation of retirement, utilize your assets during retirement, plan for your children’s future or impact society through your philanthropic gifts, Beth is dedicated to helping you achieve your goals.
Beth began her career in the financial services industry in 2009 and joined The Kelley Group in 2015. Prior to joining RBC Wealth Management, she worked with TD Ameritrade—at first providing client service and progressing into consultative retirement planning discussions. From 2003–2009, she gained experience in the taxation and insurance industries by working for the regulatory offices of the departments of insurance and revenue for the State of Nebraska.
Beth attended Bellevue University where she studied business administration. She holds the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning, and passed the Series 7 and 66 securities exams.
Beth is involved in various community organizations that focus on improving the lives of women and children in the Omaha area. She is also a member of the Women’s Association of Financial Advisors (WAFA) at RBC Wealth Management. The WAFA mission is to recruit, retain and enhance the productivity of women financial advisors and branch directors at the firm.
A Nebraska native, Beth was born and raised in Lincoln and spent summers on her grandparent’s farm in Stromsburg. She moved to Omaha in 2006 and lives in Millard with her two children, Noah and Sophia, and their rescue pup, Molly. In her free time, she is an avid cyclist, loves to travel and enjoys weekend road trips with her children to gather with loved ones at the family farm.