About Bethany
Bethany serves as a wealth advisor in Buckingham Strategic Wealth’s Dallas office. Bethany’s focus is connecting with those in search of long-term partnership with a transparent and genuine financial advisor, dedicated to helping navigate their financial lives, regardless of their asset level.
For over a decade, Bethany has had a passion for helping families and individuals make wise financial decisions that fit their unique values and aspirations. Her expertise focuses on simplifying the world of finance around career changes, home transitions, starting and raising a family, college savings, retirement planning, and challenges facing small business or medical practice owners and entrepreneurs. Bethany also holds the Certified Financial Planner™ professional designation.
Outside the office, Bethany spends time in service through her local church, jetting around town for her two kids’ various extracurricular activities, and fitting in the occasional date night with her husband or family dinner with extended family. They also love to travel and pursue their musical endeavors from time-to-time.
Bethany serves as a wealth advisor in Buckingham Strategic Wealth’s Dallas office. Bethany’s focus is connecting with those in search of long-term partnership with a transparent and genuine financial advisor, dedicated to helping navigate their financial lives, regardless of their asset level.
For over a decade, Bethany has had a passion for helping families and individuals make wise financial decisions that fit their unique values and aspirations. Her expertise focuses on simplifying the world of finance around career changes, home transitions, starting and raising a family, college savings, retirement planning, and challenges facing small business or medical practice owners and entrepreneurs. Bethany also holds the Certified Financial Planner™ professional designation.
Outside the office, Bethany spends time in service through her local church, jetting around town for her two kids’ various extracurricular activities, and fitting in the occasional date night with her husband or family dinner with extended family. They also love to travel and pursue their musical endeavors from time-to-time.