Designations and Licenses

Betsy is a Certified Public Accountant.

Experience and Education

Betsy provides wealth management solutions to help each of her clients achieve their goals. She applies her experience in employee benefits, executive and stock-based benefits, retirement plans and taxes to develop flexible, comprehensive wealth plans for clients.

Prior to joining Mariner, she was a principal at Moneta Group. She also worked at A.G. Edwards & Sons for 25 years.

Betsy has a bachelor’s degree in accounting and an MBA with a concentration in finance from Washington University in St. Louis.