Charlotte

Betsy Fenn

Operations Specialist

3545 Whitehall Park Dr, Suite 180
Charlotte, NC 28273

Betsy Fenn

About Betsy

As an operations specialist, much of Betsy’s work is behind the scenes, but what fuels her most is being able to directly connect with clients. She enjoys being able to help them navigate complex processes that can sometimes feel overwhelming. In her role, she also fulfills client service requests and serves as the Charlotte office’s CCH (Chief Cat Herder) to ensure that client needs are directed to the appropriate team member.

She’s proud to be part of a team that provides peace of mind and helps people achieve financial independence. She particularly enjoys having meaningful conversations with clients since she often is the first voice a client hears when reaching out to the Charlotte office.

Before her time in the financial services world, Betsy was an underwriter and marketing representative in the insurance industry and then a full-time mom for 10 years. She worked for Carolina Capital Consulting for 13 years before she and the rest of the CCC team joined Buckingham in 2021 to establish BSW’s Charlotte, NC location. She holds a bachelor’s degree from Appalachian State University.

A Lexington, KY native, Betsy and her husband, Brian, currently reside on Lake Norman just outside of Charlotte. They are empty nesters with four grown sons between them and one four-legged child named Fuzz, who can often be seen on her Zoom calls. She enjoys cooking and gardening in her free time.