About Beth (she, her, hers)

After 15 years helping donors fulfill their charitable dreams as a donor advisor, I moved to the other side of the table (so to speak) because I know from experience the value of working with a financial professional who listens to help you achieve your goals. Having previously worked alongside Thrivent Financial Professionals, I knew well the stewardship approach we take to make charitable gift planning a win-win for both the donor and the non-profit organization.

 

So now, as a Financial Advisor, my purpose is to walk along side you develop a plan that incorporates effective strategies to help you reach your financial goals, including protecting your future and family, saving for retirement and/or education, and of course, giving to your favorite organizations or causes.

 

While my office is located in Carlisle, I happily serve customers throughout the Mid-Atlantic; from Harrisburg to Lancaster in South Central PA; from Hagerstown to Frederick in Maryland; and Northern Virginia. I also am pleased to partner with my Roots Financial Group teammates in other areas of the country where I am licensed.

 

I look forward to being one of your trusted allied professionals, helping you take care of your future, your family, and your community.


Ready to talk? Use this link to access my calendar to find a time that works for you:

Click here to schedule a virtual strategy session on Zoom with Beth

Living Generously

  • Memberships: Women in Insurance and Financial Services (WIFS) Greater PA Chapter, Keystone Business Alliance, Carlisle Chamber of Commerce, Harrisburg Regional Chamber of Commerce, the Association of American University Women (AAUW), My Feminine Heart, and TransCentralPA.


  • Volunteerism: AAUW Carlisle Branch DIEB Committee Chair, Lower Susquehanna Synod LGBTQIA+ Affirming Taskforce Co-chair, Member of The Fund for Enhancing Communities Fund for Women and Girls Marketing and Outreach Committee, Member of Thrivent Pride Business Resource Network, Member of Project Share and YWCA Carlisle and Cumberland County Development Committees.


  • Other organizations and causes I support: The Lancaster LGBTQ+ Coalition, The Lutheran Camping Corporation of Central PA, Lutheran World Relief, and a variety of other events and activities through Thrivent Action Teams.

Education & Accomplishments

  • BFA, Shepherd University, Shepherdstown, WV
  • Life & Health Insurance Licenses
  • FINRA Series 7 General Securities Representative
  • FINRA Series 63 Uniform Securities Agent State Law
  • FINRA Series 66 Uniform Combined State Law

Meet My Team

Roots Financial Group

Roots Financial Group

Want to pursue lifelong dreams while supporting people and causes you care about? With our guidance, you can get there. Tell us where you're at today. Driven by your goals and values, we'll draw on our industry expertise to help you map out a path to a more secure financial future.

Title

Team Practice

Website
https://connect.thrivent.com/roots-financial-group
Phone
(717) 756-5407
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