Role at Mission Wealth
Beth is a Client Service Representative with Mission Wealth. She works closely with her team of Client Advisors to prepare new account paperwork and perform ongoing account maintenance for clients.
Professional Background
Beth's career in the financial industry spans more than 30 years, both with a Fortune 500 company and an independent financial planning firm. She has experience in practice support, marketing and client services.
Personal Pursuits
Beth and her husband make their home in Colfax and enjoy spending time with their rescued Labrador Retriever. She has also volunteered as a literacy tutor.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.