Beth has spent nearly 25 years in the banking and wealth management industry passionately doing one thing to the best of her ability – exceeding her client’s expectations. Why? Because she understands that there are few things more important and personal in life than your finances. She credits her many years of next-level client experiences to teamwork and listening to understand each client’s needs. Beth is relentless when it comes to advocating for her clients. She never stops learning. Important aspects of her professional goals are innovation and problem solving. Her mission is accomplished when she’s able to anticipate her client’s needs by providing an experience they never knew they needed.
As Alpine Private Wealth’s Client Manager, Beth brings her welcoming personality to each relationship she touches. You can find her collaborating with clients to implement their customized onboarding plan, no matter how complex. In addition, she’s dedicated to forming compassionate, lasting relationships with multi-generational families. Essential to this goal is Beth’s ability to build trust while providing comprehensive solutions for our client’s ever-changing lives.
Beth is a native St. Louisan and graduate of the University of Dayton. She met her husband Brad at UD and loves to spend time outside the office visiting their extended family in Maryland. She and Brad have three beautiful daughters and two rescue dogs. She enjoys volunteering at her parish church, supporting Alzheimer’s research, and playing tennis. When not traveling to meet two of her three adult daughters, she loves traveling internationally.