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For over 20 years, Beth has offered her clients her expert advice in both traditional and non-traditional areas of wealth management. She particularly appreciates the opportunity to pair the emotional aspect of family wealth with the technical elements of comprehensive planning, with the goal of relieving her clients of the stressors that can come from managing these decisions.
Beth brings her clients an advanced level of estate planning expertise, and she works with her clients’ attorneys, CPA’s, and family members to seamlessly create and update the family estate plan. The result is a solid plan with creative solutions, effective tax planning, and peace of mind.
Beth is a long-time Chicago resident who enjoys yoga, the great outdoors, and cherishing time with her husband and three young children.
I strive to align our client's wealth with their values and enable them to fulfill their aspirations.