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 thorough understanding of clients’ needs, wants and wishes—guiding them from being reactive and defensive to being proactive and visionary. She is passionate about helping individuals and families position their wealth more effectively and thoughtfully creating more time for their personal, professional and philanthropic goals.
Raised in Long Island, New York, Beth received a bachelor’s degree in economics from University of Maryland and is the founding chair of Wings of United Way (Women’s Initiative Next Generation). She continues to serve our community as a member of the Women’s Leadership Council Tocqueville Society and as a board member of Women United of United Way of Central Maryland and Ronald McDonald House Charities of Maryland. Beth is honored to have received numerous accolades, including The Daily Record Maryland’s Top 100 Women, Forbes America’s Top Women Wealth Advisors, Forbes/SHOOK Best-In-State Wealth Advisors, and Financial Times Top 400 Financial Advisers.
Beth and her husband, Peter, live in Baltimore and enjoy weekend getaways to New York to visit their sons, Jake and Andy. Beth loves cooking for her family and friends, traveling and attending theater and art events.