Beth works with individuals and families to help them identify their financial goals by creating a financial plan to achieve those aspirations. She enjoys advising and educating clients, providing sound advice, and building strong relationships.
Beth came to Fort Pitt Capital Group in 2018 with over 20 years of experience as a financial consultant. She has worked as a financial advisor at another Pittsburgh based RIA, as a Wealth Planner at PNC Advisors, and started her career at a brokerage and insurance company.
Education
M.S. Finance, College for Financial Planning
BSBA, Robert Morris University
Executive Certificate in Financial Planning, Duquesne University School of Leadership & Professional Advancement
A Certified Financial Planner, Beth has also pursued extensive Social Security training, and is qualified to present and discuss social security audits, social security maximization, break-even analysis, and more.