Beth Benz

Director of Administrative Services

Beth Benz has been in the financial services industry since 1995 and in client services since 1989. 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 managing 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.

• Client Support Specialist
• Financial Plan Implementation