With over three years of experience in the financial industry, Bethany now serves as the Lead Client Relations Specialist. She is known for her quick adaptability and dedication to delivering an exceptional client experience. Her rapid growth in the role reflects her ability to learn quickly, lead with confidence, and consistently go above and beyond for clients and her team. She brings warmth, professionalism, and a strong commitment to client care in every interaction. She brings more than 20 years of experience in customer service, having spent two decades at a major national retailer before transitioning into financial services.
Bethany thrives on building meaningful relationships and ensuring clients feel supported and valued. Outside of work, she enjoys spending quality time with her son. Whether they’re exploring the outdoors, relaxing by the water, or visiting family in Eastern Washington, they’re always seeking new adventures together!