Bethany has more than 16 years of experience in the financial services industry. She believes successful client relationships begin with learning what clients value the most. Her intuitive, personalized approach to serving her clients’ needs helps her prioritize their goals and collaborate to develop an investment plan that fits their unique situation. Through a long-term investment approach, her mission is to provide objective and timely financial advice and guidance in managing and preserving wealth for her clients. Bethany’s areas of focus include strategic and tactical portfolio asset allocation, risk reduction, and managed money strategies.
Bethany lives in Chagrin Falls with her husband, Matt, and their two children. Away from the office, she enjoys gardening, cooking, and watching her children play sports. She is an active member at The Church in Aurora and enjoys volunteering her time through community outreach.