CONNECT

Address:

71 Old Mill Bottom Rd North
Suite 201
Annapolis, MD 21409

Phone:

410-974-0410

Fax/Other:

410-974-0614

Beth’s Story

The story really begins when my Dad passed away. I was only 7 years old, of course it was emotionally devastating but the enduring pain was to watch my mother struggle every day of her life thereafter. Sadly, my mother was not knowledgeable in monetary matters. Also, she did not have a mentor that had enough financial knowledge to assist her with her struggles and we suffered greatly as a family due to this fact. My mother, not knowing any better, spent our resources frivolously without accountability. To be candid, it hurt me in many ways because I felt so very helpless. I could not help my family or even myself for that matter. It is a deep feeling of hopelessness to be in that situation and I will never forget that feeling in my gut. I wanted to help... my God, I wanted to help. By the time I was 16 years of age, my mother filed for bankruptcy and then by the time I was 19, we had lost our home. It was a terrible domino effect that continued to reverberate throughout my childhood. This was devastating to a little girl who lost her dad and then the loss continued to pile on year after year after year because of the fact that my mother did not have control of her life, her family, her resources.

I NEVER wanted to see ANYONE suffer like that... Never again. I made a promise to myself that I would educate myself to the utmost in all matters of monetary management not only to help myself but to help others as well. I majored in accounting and became a financial advisor. I knew that I could help other families to realize their potential, utilize their resources to the maximum benefit and have the life that they always dreamed of.

So, I have come to realize that many people do not understand how to truly leverage their finances. They are afraid to ask questions or they just do not know what to ask. The lack of understanding causes people to become paralyzed and live in constant fear of running out of resources. This fear is unnecessary and if I can help it, I will leverage what I know to help others to watch them soar!!! It can happen. I have helped many others to go further than they ever would think they could go on their own.

So, yes, I love what I do. I would love to help you too. It does not matter where you are in life. Wealthy or just starting out, you need a mentor with the subject matter expertise and the heart to get you to where you want to be. Let's Soar Together!

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Check the background of this financial professional on FINRA's BrokerCheck