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 story about the U.S. economy remains positive. Unemployment seems to have reached a trough just below 4% while not leading to horribly negative effects on productivity, and showing mild wage inflation, concentrated in certain areas of the economy.Read full story here