Mary Beth assists our back office with client onboarding, password and website troubleshooting, Roth conversions, handling client withdrawal requests, and other support related activities. If you have requested funds, you have certainly heard her chipper voice authenticating you before making a withdrawal. During the tax season, she is our key support staff coordinating the many moving parts of tax deliveries, as well as our key support staff assisting Jess Huerta with our Medicare season October – December.
Mary Beth is a graduate of Nova Community College with a degree in Criminal Justice. In her free time, she enjoys going to church, spending time with her family and friends, traveling to the U.P. in the summertime, watching crime tv, cranking up 70s music on her radio, and loving on her cat, Simba.