Beth comes to us with a wealth of customer service experience. Upon graduating, she worked in branch banking for 8 years before becoming a Community Association Manager for over 20 years while raising 4 children. Beth believes these positions have taught her that great service will ensure growth within a company. She has experience in budgeting, accounts payable, accounts receivable, meeting preparation, project management, and scheduling as well as a lot of property maintenance knowledge. Her primary responsibilities at Waystone Advisors include excellent customer service to clients and staff. She assists with opening new accounts, transferring funds, client support, budget tracking, balancing statements, and supporting staff.
When she’s not supporting our clients and staff, Beth is an avid blood and platelet donor. Her goal is to donate 100 pints in the next 3 years. Which she is currently halfway to! As a true Pacific Northwesterner, Beth loves the mountains and access to the waterways throughout our beautiful state.Montana is her family’s vacation destination as her husband of 32 years has family there.