Beth Benz

Director of Administrative Services

Beth Benz has more than 28 years of experience in the financial services industry and over 32 years working in client services. She is a graduate of the College for Financial Planning CFP® Professional Education Program. Beth assumes many administrative roles in our office such as assisting Mr. Perrin in carrying out essential client service related tasks. However, her ministerial duties are not limited to one specific area; she is a true jack-of-all trades. She plays an essential role in supporting financial plan implementation and in assuring the high quality of our client services.

• More than 28 years of experience.
• Client Support Specialist
• Financial Plan Implementation