Beth serves as the Vice President of Client Relations for the day-to-day activities of Berkshire Advisor’s clients and supporting custodian, Charles Schwab. She brings 25 years of administrative experience in the Financial Planning industry.  Beth has been involved in assisting clients with her understanding and education in customer service, underwriting, succession planning, retirement planning, and estate planning.  Beth holds her Life/Health/Annuities license.   She is currently pursuing her “RIA”- Registered Investment Advisor license.

When not in the office, Beth enjoys spending time with her husband, Chad, their 4 children, and 3 dogs.  She has a passion for cooking and enjoys sharing her creations with family and friends.

Click here to email Beth