Bethany grew up in Portland and graduated from the College of Saint Benedict in Minnesota. Bethany’s career in the financial industry began at age 15 when she began interning for a large record keeper in the retirement space. Through her various roles, Bethany fell in love with the opportunity to help others plan for retirement and brings a dedicated passion to the client experience.

In her free time, you can find Bethany volunteering with local animal rescues and spending time with her family and rescue dog, Greta. She also enjoys spending her free time playing soccer, hiking, and discovering all the beauty the Pacific Northwest offers.

• B.A. in Political Science and Psychology

• Series 65 license