Beth began her career with Cape Cod 5 in 2001 as a Seasonal Teller. She has since held several positions of increased responsibility within the Bank, ranging from Branch Manager to Training Specialist. Beth joined the Wealth Management team in 2015 and quickly advanced to her current position as Wealth Management Officer.
She graduated magna cum laude from Bridgewater State University with two Bachelor of Science degrees and continued on to graduate from The New England School for Financial Studies. Beth completed her Financial Planning Certificate Program from Bryant University and earned her Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services. Additionally, she added the Retirement Income Certified Professional (RICP®) designation in 2020 and the Accredited Investment Fiduciary (AIF®) designation in 2022. Beth was recognized as a 40 Under 40 Award Honoree of Cape & Plymouth Business Magazine in 2019.
Beth is on the board of the Estate Planning Council of Cape Cod and a member of the Financial Planning Association® of Massachusetts. Beth resides in Sandwich with her husband and two children.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|