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.
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Adviseme National Advisors is registered with the Securities and Exchange Commission as an investment adviser and, as such, we provide advisory services rather than brokerage services. Brokerage and investment advisory services and fees differ and it is important for you, our client, to understand the differences. Read Full CRS Here.Read full story here