Director of First Impressions
For many of our clients, Beth was their very first touchpoint with the Goodwin Investment Advisory team. She’s likable, she’s empathetic and she’s detail-oriented, which makes her the ideal person to be our Director of First Impressions. And while it’s her job to speak with and evaluate potential clients, she always goes above and beyond, really wanting to understand where they’re coming from and where they hope they’re going. Because for Beth, this is more than a job. It’s an opportunity to help people.
Part of what makes Beth so effective in her role is that she knows – first-hand – that managing money isn’t easy. She’ll tell that you until recently, her philosophy on finance was something akin to “hakuna matata.” And while she hasn’t abandoned her go-with-the-flow personality, she’s learned the value in having a plan to reach her bigger, better future – a truth she brings to bear in every intro call.
Although she’s relatively new to our team, Beth’s personality has quickly won us and many of our clients over. We’re thankful to have her, encouraged by her journey and inspired by her desire to help people. And if you have the pleasure of speaking with her, we’re sure you’ll feel the same.