Beth joined our Rochester office in 2004. Her areas of focus are:
- Performing trades on client accounts
- Investment research
- Working with plan sponsors to keep their retirement plans in compliance
- Assisting plan participants with questions
In her free time, Beth enjoys scrapbooking, watching sports, listening to music, and being a hockey mom. Beth and her husband, Greg, reside in Rochester and have one son.
Rochester Community and Technical College with an Associate’s degree in Accounting