Beth joined Advantage Retirement Group in 2006 as the Operations Manager. In this role, she handles most of the day-to-day operations, including processing new managed money accounts, account transfers, client relations and following up with clients and companies to make sure all paperwork is processed correctly. She is the company account administrator for FINRA registrations and the office compliance coordinator.
Beth resides in Eldersburg, Maryland. She enjoys baking, reading, golfing, jigsaw puzzles and spending time with her family and friends.