Beth’s leading mission is to enrich her clients’ lives through personalized financial planning. This includes cultivating meaningful relationships with everyone she serves and partnering with her clients’ other trusted advisors, including their accountants and attorneys, to deliver truly holistic service.
As Beth’s client, you’ll work closely with her in pursuit of your short- and long-term financial goals. You can expect her to proactively communicate with you, ensuring you receive consistently dedicated and focused service, and count on her assessments of the global economy to determine if any investments should be modified. You can even include other family members in the process, since multigenerational planning is a specialty of Beth’s.
A financial services veteran, Beth spent nearly 20 years working at Edward Jones before opening her own branch in 2010. In 2022, she joined Raymond James as an independent advisor, inspired by the firm’s people-first values and robust, client-centric resources. In addition to her hands-on industry experience, Beth holds a bachelor’s degree from Southern Illinois University Edwardsville.
Beth applies her decades of industry experience to provide comprehensive financial planning ranging from income preservation to retirement and education planning. Compassionate and protective, Beth genuinely cares about the individuals and families she serves. After all, the reason she first joined the financial planning field was to help families.
For Beth, giving back is more than a tradition. It’s a core component of her values, and the reason she’s proud to support charities like Kids Alive in the Dominican Republic. Kids Alive empowers children to break the cycle of poverty through housing and education. She has often traveled to the Dominican Republic to volunteer on different projects for the charity, including its school in Constanza and the Ark, a refuge for orphans and children in need.
Originally from Korea, Beth’s parents adopted her when she was a baby. She grew up in St. Louis and has resided in Cary, North Carolina, since 2011. Her favorite pastimes include being with her children, Jakob and Alyanna, as well as traveling, CrossFit and baking with her daughter.