RIA Client Service Specialist
Beth came to AFS in 2015 and is located in our Phoenix office. 2017 marks three decades of her specializing in the financial services industry. She first started in the Phoenix brokerage office of Transamerica where she learned the benefits and intricacies of using life insurance for business and estate planning. After Transamerica, further developed her knowledge and experience at Prudential and Northwestern Mutual Life before spending over 11 years with a firm specializing in retirement planning and its integration in overall financial planning.
Beth and her husband, Jeff, both enjoy restoring cars and motorcycles, good books, and travel.