Bethany believes that each client deserves to feel valued by their financial advisor. Providing them with personalized financial guidance, she works to ensure that her clients – and prospective ones – feel confident in the decisions they make in their financial lives. Her sense of urgency and attention to detail allows them to recognize the importance she places in working to meet their goals.
Bethany’s investment philosophy and process are a fit for a broad range of individuals and families. A segment of Bethany’s client base consists of women who relate to an advisor of the same gender.
Bethany graduated from Butler University with a degree in Finance. She holds the CERTIFIED FINANCIAL PLANNER™ designation, issued by the Certified Financial Planner Board of Standards, Inc. Bethany also holds Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with the Yale School of Management. She also earned her Series 7 registration held with LPL Financial and 66 registration held with LPL Financial and Huffman Wealth Management.
She and her husband reside in West Chester and are active members of their community.