Bethany is our Marketing Coordinator focusing on the mission of Beck Financial Strategies which includes building partnerships with companies and organizations seeking to enhance financial literacy for employees and patrons. With the launch of the new book, THE ART OF THE PLAN- A Guide to Financial Success So You Can Play More, Bethany coordinates Nancy Beck’s speaking opportunities with groups seeking to bring financial planning into the 21^st century; the idea that with a plan, everyone can aquire their ideal life.

Bethany is a recent graduate of Xavier University, where she earned a Bachelor of Science.  At Xavier, Bethany majored in Economics and minored in Business.  Bethany is licensed as a Life & Health Insurance agent, and is currently working on aquiring her FINRA Series 7 & 66 securities licenses.  We hope that in the coming months Bethany will join our advisory team.

In her free time, Bethany enjoys spending time at the lake with her family and visiting her boyfriend, Grant, and his family in Fort Wayne, Indiana.