Beth is an Associate Advisor with Meritrust Wealth Management. She joined Meritrust in 2017 as a Client Specialist assisting clients with their administrative and technology questions and has subsequently transitioned to a full client service role focused on financial planning. She also serves a key role with the firm in assisting clients with their technology access and use of financial tools.
Beth’s prior experience assisting families with eldercare, estate and legacy plan development gave her a passion for helping clients develop a plan to care for their parents as well as planning for their own care.
Beth is a native of Bardstown, KY and has resided in Louisville for the past 25 years. Beth and her husband have 3 children and recently welcomed their second grandchild.
Ask me about:
- Helping adult children manage their parents’ finances and healthcare needs
- How to develop your own Koi fish pond