Broker Check

My Experience

Beth works with people who want to make smart choices with their money in a way that will allow them to work towards achieving their financial goals. It is important to her that they experience the independence that comes when some one they believe has laid out a financial blueprint that strives to meet their needs and expectations. Primary to establishing a relationship is listening to what her clients are saying; Beth hears what their goals are for their financial future and studies their comfort level when it comes to investing and risk management.

Beth also believes in ongoing relationships with her clients, and knows how important it is to keep a careful eye on any financial plan and on the changing goals and needs of her clients.

Beth has been associated for over 17 years with Northeast Planning Associates, Inc. (NPA), providing current solutions to issues that concern clients. She holds her Series 6, Series 7 and Series 66 registrations with LPL Financial, which allows her to offer her clients an array of investment opportunities.

Beth’s experience combines academic study with practical experience. She has her Bachelor’s degree in business from the University of New Hampshire, and began her career with NPA soon after graduating. Beth regularly speaks at Retirement and Estate Planning seminars, and has also lectured at New England College on investments and financial planning.

Beth’s community involvement includes being actively involved in the Manchester Chapter of Business Networking International (BNI), along with volunteering with local youth sports teams.

A life-long resident of Manchester, Beth lives with her husband, Greg, and their two sons, Michael and Ryan.

*2012-2014 awards based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.