As part of our client services team, Bethany helps provide exceptional service pertaining to client accounts.
Bethany had 10+ years of bookkeeping and accounting experience before moving into the financial industry in 2017. She worked in client services at another firm in Cincinnati before joining Wealth Dimensions.
Bethany and her family are originally from Texas but have lived in West Chester for the last 10 years. She graduated with a Bachelor of Business Administration (BBA) from the University of Cincinnati, majoring in Finance. Bethany has a daughter who attends CHCA and a son who is a Petty Officer Second Class in the United States Navy. During her free time, she enjoys traveling, entertaining, live music, and reading.