Client Service Manager
As the Client Service Manager, Beth handles client requests for account changes, money transfers, and distributions. She is the chief liason between FAI and our custodian. Beth schedules client meetings and trains new clients on the company's online portal for their account information. She also assists clients with estate administration and distribution needs.
Beth earned the Financial Paraplanner Qualified ProfessionalTM designation through the College of Financial Planning in 2009 and has completed advanced course work in accounting. Prior to joining FAI in 2005, Beth gained office operations and accounting experience working for several Columbia area firms.