Beth leads the client services team and upholds service standards to deliver an exceptional client experience.
One of the company’s most veteran employees, Beth has taken on a lead role at a company she has seen grow from a six-person local company to a firm four times that size with national reach.
A graduate of Fox Valley Technical College, where she earned an associate’s degree in accounting, Beth continues to be the versatile and knowledgeable heart of the Winch Financial client services department.
She tracks and handles all Required Minimum Distributions, work as a sub-advisor in client meetings, and helps clients complete necessary paperwork.
Beth and her husband Scott are parents of six: Savanna, Devon, Violet, Mason, Tyler and Kaleb.