Beth has worked at Financial Avenues since January of 2020. As an independently contracted financial paraplanner, she reviews client documents, inputs data, updates client investments and makes financial recommendations to help clients reach their goals! Beth has worked as an Accredited Financial Counselor for 10 years primarily with military personnel and government civilians and is currently pursuing her Certified Financial Planner certificate. Working at Financial Avenues is a wonderful fit since Tracy’s strong client focus and ethics align with her own values. She lives with her husband and two children near Leavenworth, KS and enjoys traveling, reading and hiking.