Beth started her career in 1989 and over the years has assembled a dedicated team of seasoned professionals with outstanding credentials and years of specialized, hands-on experience. Her primary focus is on building lasting relationships centered on the understanding of each client’s financial goals and helping families implement a long-term strategy for managing and transferring wealth.
Beth received a bachelor’s degree in economics from University of Maryland and was the founding chair of Wings of United Way (Women’s Initiative Next Generation). She continues to serve as a board member of the Ronald McDonald House Charities of Baltimore, and a member of the Women’s Leadership Council Tocqueville Society of United Way of Central Maryland. In 2013, Beth was honored to be named to The Daily Record Maryland’s Top 100 Women.
In 2017, Beth was recognized by Forbes as one of America’s Top Women Wealth Advisors. In both 2017 and 2016, she was also recognized by Financial Times as one of their Top 400 Advisors.*