Early photo of me and Laurie.

Notice the carseat!

Meet Beth

Financial Advisor & Founding Principal

I have always been interested in money.  At age 5, I put a cooked lasagna noodle in a shoe box and charged people to view a cow tongue.  Later, I obtained a wholesale license and hired my neighborhood friends to make macramé plant hangers, which were sold to shops in Old Town.  During high school and college, I had jobs as a bookkeeper for various local companies.  I graduated from SDSU with a degree in Finance.  I  worked as a bank officer, a financial analyst, a cash manager, and financial reporting analyst for several large companies in San Diego and Los Angeles.   I realized that corporate life was not for me and started a career as a mortgage broker and realtor.  It was during this time my father approched me to join him in his financial planning business.  It was here I was able to use all my previous experience to help our clients achieve their dreams. I had found my home!  I love my job as I get to help clients navigate their way towards their financial goals.  It involves money, solving puzzles, and having great relationships with our clients.  The best part is that I always learns something from our clients.

My husband and I raised sons and now we are discovering new interests!  We enjoy concerts, beach walks with the dogs, quiet evenings, and collecting mid-century items for our home.  I became a gardener when I purchased my house that has a large back yard and I quickly discovered I could grow almost anything by dropping a seed. Due to the ongoing battles with local wildlife, I’ve concentrated my efforts on my fruit trees and vines.  I have citrus, apricots, plums, blackberries, etc. which are great for preserving.  Some of my favorites are lemon curd, plum, and apricot jam.  I make these under the label MOB (Mom of Boys) because of my two grown sons. Our next big project will be landscaping the front yard.

beth's dog.jpg
beth and Laurie as kiddos.png