Beth Ann joined Blue Heron Wealth Partners in 2023, looking to help others succeed by combining her passions for small business and personal finance together with her years of industrial manufacturing experience, especially her 25 years in corporate procurement. For the last 20 years she has also supported both her husband’s and brother’s businesses from an accounting standpoint, and helped manage finances for various friends and family, including both her mother and mother-in-law when their husbands passed away. This love of helping others with their personal and business finances (and an unusual love of spreadsheets!) led her to make a career change to financial planning, where she is currently a Wealth Advisor.
Beth Ann and her husband Paul live near Uptown in a beautiful Victorian home. They enjoy walking and biking the neighborhood and around the lakes. And Beth Ann loves to cook, using many ingredients grown in her garden or from local farmer’s markets during the summer months.