Beth has been a part of Pension Advisors since its founding in 1999. An experienced Estate Planning attorney, Beth has taken and passed the Bar is three states: Ohio, Illinois and Texas. Beth works with many of our clients on their Estate Planning needs ranging from simple Wills and Trusts to more complex asset protection strategies and well as presents Financial Workshops and Seminars to our Plan Participants.
An Ohio State Buckeye through and through she earned her Law Degree from the John Marshall School of Law.
Beth is married and has four children. She loves to travel, run, spend time with her family and friends, and dreams of retiring in Bora Bora.
J.D., Series 7, Registered Represetantive, Investment Advisor Representantive.
Latest Updates & Information
The 2nd quarter continued to roll out strong economic results in the U.S. Some of this good data buoyed the market slightly in Q2.Read full story here
Check out the Second Quarter Market Insights led by Beth Spurry, CFP, CTFA.Watch video here
International Markets continue to be the most favored area of investment for the first quarter of 2018 and looking forward for the next 12 months. The best performing asset class in Q1 was emerging market.Read full story here