With over 20 years of client service experience, including four years in the financial services industry, Bethany serves as Director of Client Service. She is recognized for her adaptability, attention to detail, and commitment to delivering a high quality client experience. Her progression within the firm reflects her ability to quickly develop expertise, lead with confidence, and consistently support both clients and team members at a high level.
Bethany brings a thoughtful and professional approach to every interaction, grounded in a strong background in customer service and relationship management developed over two decades with a major national retailer. Her experience allows her to anticipate client needs, communicate effectively, and ensure a seamless service experience.
She is dedicated to fostering meaningful client relationships and maintaining a standard of care that reflects the firm’s values. Outside of the office, Bethany enjoys spending time with her son, exploring the outdoors, and visiting family in Eastern Washington.