Beth works closely with clients to articulate and identify their financial goals and to create a customized plan to realize them. She provides holistic wealth management solutions, allowing clients to align their finances with their stated goals. Beth has been in the financial services industry since 2000, starting at PaineWebber as an unregistered assistant. She joined RBC Wealth Management in 2004 and for almost 15 years worked on the complex management team, overseeing staff and operations. In the fall 2019, she joined the Rockville office as Branch Director. She is deeply committed to clients, advisors and their teams and provides the highest level of customized service to each in an attempt to exceed expectations. Beth has passed the Series 7, 9, 10, 31 and 66 securities exams and holds the Virginia life and health insurance licenses.
She graduated from Mary Washington College (now University of Mary Washington), with a degree in Political Science. She is deeply involved in her community and children’s school and serves on the Alumnae Board of Georgetown Visitation. Born in Washington DC, Beth spent her childhood abroad, as the daughter of a now retired Foreign Service Officer. It planted a seed: Beth loves to travel and is committed to raising children who appreciate the beauty of other countries and cultures.
Beth currently lives in Great Falls, Virginia, with her husband JJ, children Trip and Kathryn and their beloved goldendoodles Sally and Rosy.
