Director of Wealth and Estate Planning
Beth works with clients to chart a course toward meeting their goals through holistic wealth planning, assists with implementation and monitors the progress. She provides additional focus on generational wealth transfer and legacy planning working closely with families, their estate planning attorney and other trusted advisors.
Beth joined Carson Wealth in 2005 after practicing law in Overland Park, Kansas with an estate planning concentration. Her Juris Doctor degree was earned with a certificate in taxation from the University of Kansas. She received a Bachelor of Science in Business Administration with an emphasis in Accounting from the University of Nebraska – Kearney. She is a member of the Missouri Bar and licensed in Kansas as well.
Beth enjoys time with her husband, three daughters and West Highland White Terriers. She has been a dog rescue volunteer since 2004, providing transport and foster care for dogs in need. Travel, biking, yoga and her daughters’ activities are additional ways she spends her free time.
Getting to know Beth
Place Beth would most like to visit: A return trip to Grand Cayman
Something on Beth’s bucket list: To see all 50 states
Favorite holiday: With a love for summer and family fun, the Fourth of July is among her favorite holidays.