As an Investment Advisor Representative and Certified Financial Planner (CFP®) MaryBeth specializes in creating comprehensive financial plans tailored to meet the needs and goals of each individual client. She has a passion and desire to create and navigate the expected and often unexpected events that shape your overall financial story.
MaryBeth has over 15 years of experience in the financial services industry, most recently working with a Registered Investment Advisor firm here in Central TX, where she advised and led a team to serve high-net-worth clients. She began her career with Frost Bank in their Wealth Management Group while completing the University of Texas Certified Financial Planning program.
- Wealth Management
- Financial Planning
- Tax Planning
- Retirement Planning
- Education Planning
- Estate Planning
The University of Texas at Austin
Bachelor of Arts in Economics
Minor Business Foundations
Certified Financial Planning Certificate Program
- Estate Planning Council of Central Texas, Board Member
- CareBOX Program, Volunteer
- CERTIFIED FINANCIAL PLANNER ™
- Texas Life and Health Counselor (LHIC)