Beth E. Stenz, CFP^®

I love collaborating with clients to co-create a purpose-driven vision for their lives that they can grow into and be inspired by. My role is to free up time in my clients' days so they can confidently pursue what brings them the most fulfillment, leaving the day-to-day complexities of their financial strategies to me. Working closely with their personal CPAs, attorneys and agents, and always honoring client confidentiality, I deliver holistic strategies where clients feel understood, secure, informed and in control. After learning what is most important to them, my responsibility is to leverage those details to draft a game plan that organizes, builds, protects and efficiently transfers their wealth. We've been honored to help provide clarity and guidance in circumstances such as: sudden wealth, sale/acquisition of a business, divorce, loss of a loved one, injury, medical diagnoses, career changes and retirement. While we support a broad range of clientele, I am uniquely qualified in two areas of focus: 1. Professional athletes and coaches. 2. Entrepreneurs in the merger/acquisition space with sophisticated exit planning needs. In both cases, I assist with the intricate compensation structures while helping them visualize their next chapter and the impact they want to make after their career transition is completed. I also hold the Certified Exit Planning Advisor (CEPA®) credential. Our clients' stories inspire us, and we are honored to be included in their biggest moments. We celebrate successes, mourn tough losses, plan through difficult circumstances and partner with clients throughout their lives to help them not only plan for the expected but prepare for the unexpected – with a strategy that's positioned for both. Rebecca De La Vega is in her 16th year with the firm. She provides a concierge-level client experience. We'd love to meet you and discover what's important to you, and how we may be able to help you spend more of your time on just that.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Minority Financing, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances