A Little Bit About Me

I serve as chair of the Steering Committee of Women United of Licking County and I have the honor of working with many powerful, passionate women as we work together to connect women who care with causes that matter.

 

As a member of the Board of Directors of Weathervane Playhouse I have the opportunity to help guide the theatre as it seeks to entertain, educate and inspire our community through quality professional theatre productions and theatre arts education.

 

I am a member of the Newark Rotary Club and a Paul Harris Fellow of Rotary International.

 

When I am not engaged in helping you and your family with your finances, I am a reader and gardener, and now find myself raising chickens at our hilltop home I call Morning Glory Hill.

 

My passion for gardening led me to become a Certified Master Gardener, providing opportunities to learn and teach concepts, particularly related to gardening for pollinators.

 

Learning, growing, and finding new ways to help women with finances has a special place in my heart. There are many women who are on their own - by choice, through divorce or the death of a spouse, and I hope to provide the optimal financial solutions for any given situation.

Helping Licking County & Beyond

Each month I dedicate a portion of my time to helping a few organizations that I truly believe in.

 

  • Women United of Licking County (Chair, Steering Committee)
  • United Way of Licking County
  • Healing Art Missions
  • Habitat for Humanity
  • New Hope Lutheran Church
  • Weathervane Playhouse (Member Board of Directors)
  • Master Gardeners of Licking County

 

I have a passion for these organizations, and my volunteer efforts provide insights I can draw from as I help you include generosity within your overall financial picture.

Education & Accomplishments


  • Certified Financial Planner (CFP®)
  • *CPA (Certified Public Accountant, inactive), credentials awarded by the State Accountancy Board
  • MBA; The Ohio State University
  • Certified Kingdom Advisor®

 

*Not a practicing CPA and cannot provide tax or accounting advice or services. Thrivent and its affiliates are not CPA firms.

Meet the Granville Office Team

Betsy Roberts joined the Granville Thrivent team in the spring of 2022 in the role of Office Professional. She is enjoying her new challenges, especially working with their wonderful clients. Betsy and her husband and two teen boys reside in Granville, and she can be found at the Granville Farmers Market Saturday mornings selling her Earth In Arts soap and body products or working in her other role as farmers market co-manager.