Thanks for 20 years of intelligence, efficiency and smiles

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In the 20 years Beth Bauman has worked for Winch Financial, she has seen the company grow its client base, staff and level of technology dramatically, though her own job description has remained the same.

“My main focus is to take care of our clients and make sure they have everything they need,” she said. “That has not changed in all the years I’ve worked here.”

One of just six employees when she first started back in 1999, Beth is now a key member of a 22-person staff. Next to CEO Christina Winch and President Sam Winch, Beth has been Winch Financial’s longest tenured employee. On January 4, Beth will celebrate her 20th anniversary.

“For 20 years Beth has been one of our most valuable employees,” Christina Winch said. “She is loyal, honest, intelligent, competent and kind. We all love her. She’s a very calming influence on the office and has been incredibly reliable despite any challenges she might have faced along the way.”

As the company’s senior client relationship specialist, Beth extends that calming influence and efficiency to the company’s growing client base. She said she still loves her job and it’s the people that make it special.

“I like that my co-workers are my friends and family,” she said. “That’s my favorite thing about working here. I also really enjoy our clients.”

She begins her days early, works a full day, and runs a busy household, which includes 14-year old Savannah, 12-year old Devon, almost eight-year Violet , six-year old Mason, and her boyfriend Scott.

“I get up at 5 a.m. during the week,” Beth said. “I get the kids and myself ready for the day, work from 7 to three and then run the mom taxi as often as necessary.”

In her spare time, Beth knits hats, mittens, scarves, washcloths and scrubbies.

Her anniversary comes during her busiest time of year at Winch Financial. She is responsible for calculating Required Minimum Distributions (RMDs) for around 300 clients, most of whom take them either at year-end or in the beginning of the year.

This month, in addition to her work anniversary, Beth will be celebrating her 40th birthday.

“I’ve literally spent half my life working here,” she said. “I wouldn’t have changed a thing.”