Beth grew up in Newburyport and currently lives in Amesbury, the next town over, with her fiancé, Connor. She received her finance degree from the University of Massachusetts Dartmouth, where she was the proud captain and four‑year starter on the women’s basketball team and graduated as a Commonwealth Scholar in the Honors Society. During college, Beth spent two summers interning at Port Wealth Management, an experience that confirmed how much she enjoyed the work and the people. After graduating, she joined the team full‑time—and she’s been building her career here ever since.
Although she went to school on the South Shore, Beth loves the North Shore—especially in the summer—and hopes to raise a family here someday. She is very involved in her local community and still has a special love of basketball. While she no longer coaches, she plays as often as she can. When she is not working or on the basketball court, she is likely with her family, especially her nieces and nephews, getting lost in a book (usually a psychological thriller), or giving her brain a break with some trashy TV on Bravo. She loves all kinds of fitness and sports and attends many New England Patriots games in an RV with a large crew from Newburyport. Most recently, Beth has taken up golf—a sport she loves for its lifelong playability, challenge, and the welcoming community she has found—and she’s always looking to improve, so feel free to share any tips or tricks!
Beth is a CERTIFIED FINANCIAL PLANNER® professional and has been interested in finance for as long as she can remember. She works closely with her clients because she knows how stressful financial decisions can be and she wants to be their first call for any financial situation, even situations that are only sort of financial, like considering a job change, buying a car, or navigating family financial dynamics. Beth prides herself on her quick and caring response to her clients, and she expects to do this job for the rest of her long career, as she finds it both interesting and challenging in the best way.
Please contact Beth at 978‑465‑0037 to set up your free consultation.